Job Description: - Provide financial strategies and solutions through the creation of sophisticated wealth plans for high net worth individuals.&nbsp; &nbsp;- Responsible for the preparation of the written document which accompanies financial data, detailing recommendations and strategies for implementation. &nbsp;- Possess a knowledge and understanding of estate and financial planning strategies including wealth transfer techniques, life insurance, and investment products.&nbsp; &nbsp;- Knowledge of individual and pass-through entities and taxation. &nbsp;- Responsible for reviewing and understanding confidential client data, including, but not limited to, tax returns, investment statements, insurance policies and estate planning documents.&nbsp; &nbsp;- Remain current with respect to the ever-changing income and estate tax laws.&nbsp; &nbsp;- Provide technical assistance and support to Senior Wealth Planners.&nbsp; &nbsp;- Assist with the development and creation of new and innovative wealth planning strategies. Responsibilities :&nbsp; - Examine and suggest financial opportunities (e.g. insurance plans, investments) &nbsp;- Customize financial plans according to clients changing needs&nbsp; - Present and sell suitable financial products and services&nbsp; - Maintain updated knowledge of regulations, practices and financial products Education&nbsp;- CA (Charted Accountant) - Preferred&nbsp; Competencies: - Excellent Communication &amp; inter personal skills. Strong analytical, proven negotiation &amp; financial skills with the ability to adapt to change - Self-starter, Confident, Collaborative with pronounced decision making &amp; problem solving skills along with ability to multi task. - Ability to think strategically, develop real estate solutions &amp; deliver under challenging scenarios.

Gurgaon/Gurugram

Financial Planner - Financial Services 

Job Description for Financial Planner - Financial Services  in Talent Management Enterprise in  Gurgaon/Gurugram for (5-8) years of experience. Apply Now!