Investment Advisor - Certified Financial Planner - Financial Advisory Firm

Investment Advisor - Gurgaon

A leading financial advisory firm is seeking a Certified Financial Planner (CFP) with 3-10 years of experience in financial planning and wealth management. This dual-role position combines relationship management and investment advisory, targeting affluent and high-net-worth individuals. Candidates with certifications such as CFP, CFA, CA, and strong knowledge of the Indian financial market are preferred.

About the role :

The role involves building long-term, trust-based client relationships, providing personalized financial advice, and identifying opportunities for cross-selling and referrals.

Key roles and Responsibilities :

- Advisors will conduct detailed assessments and create customized plans covering risk profiling, investment strategy, tax planning, retirement, estate planning, and more-while ensuring SEBI compliance and portfolio optimization.

- In addition to managing client portfolios, the candidate will lead the development of a tech-driven financial planning product for DIY users.

- Business development is key, including leveraging networks and attending industry events to grow assets under management (AUM).

Requirements :

- Bachelor's degree in finance or related fields.

- At least 5 years of relevant experience, and strong interpersonal, analytical, and communication skills.

- Proficiency in financial tools and knowledge of products like mutual funds, ULIPs, PMS, and REITs is essential.

This is a strategic role for professionals passionate about delivering client-focused, goal-oriented financial solutions.