CFP Certified Financial Planner

Job Summary

A company is looking for a Financial Planner to guide clients through their financial journeys and provide strategic advice.

Key Responsibilities

• Engage clients in meaningful financial conversations to understand their goals
• Encourage clients to take action through strategic financial advice
• Drive asset consolidation by delivering personalized financial planning and following up rigorously with clients

Required Qualifications

• Mandatory CFP designation and at least 4 years of financial planning experience
• Proven track record of high performance in a fast-paced sales environment
• Genuine passion for financial planning with a client-focused approach
• Natural curiosity to understand clients' long-term aspirations
• Experience with digital tools and adaptability to evolving financial planning processes