We are currently seeking a dedicated and results-driven Financial Planning Consultant to join our team. The ideal candidate will play a key role in helping clients achieve their long-term financial goals through personalized planning and strategic advice.

**Job Responsibilities**

- Provide comprehensive financial planning services, including retirement planning, investment strategy, risk management, and estate planning.

- Conduct in-depth client consultations to understand financial objectives, assess current financial status, and identify areas for improvement.

- Develop customized financial plans tailored to the unique needs of each client, ensuring clarity and actionable steps.

- Maintain ongoing relationships with clients, regularly reviewing and adjusting financial plans based on life changes or market conditions.

- Collaborate with internal teams such as investment advisors, insurance specialists, and tax consultants to deliver holistic financial solutions.

**Work requirements**

- Bachelor's degree in Finance, Economics, Business Administration, or a related field; advanced degrees or certifications (e.g., CFP, CFA) are preferred.

- Minimum of 2 years of experience in financial planning, wealth management, or a related area.

- Strong understanding of financial planning principles, investment products, and regulatory standards.

- Excellent interpersonal and communication skills with the ability to build trust and rapport with clients.

We offer a competitive compensation package including performance-based incentives and professional development opportunities.