About the role
As a Financial Planning Associate, you will work closely with clients to assess their financial situations and provide tailored advice. This role involves preparing financial plans, conducting market research, and maintaining client relationships. Ideal for proactive individuals with a passion for finance, this position offers flexibility with a hybrid work model, allowing you to balance work and personal commitments effectively.
What you'll do
- Assist clients in developing financial plans.
- Conduct market research for investment opportunities.
- Maintain and nurture client relationships.
- Prepare reports and presentations for clients.
What you'll need
- Bachelor's degree in finance or related field.
- 1-3 years of experience in financial services.
- Strong analytical skills.
Skills
Strong communication skills
Analytical thinking
Client relationship management
Good to have
Knowledge of investment products
Financial modeling skills
Benefits
- Flexible working hours.
- Professional development opportunities.
- Performance-based bonuses.
Interested in this role?
It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.
Questions about this job
What does the role of a Financial Planning Associate entail?
You'll assess client financial situations and prepare personalized financial plans.
Is prior experience in financial planning required?
Some experience in finance or related fields is preferred but not mandatory.
What is the work mode for this position?
This is a hybrid role, allowing for both onsite and remote work.
Listing last updated