Senior Financial Planner

Ascent Financial Solutions Pvt. Ltd.; Vadodara; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Ascent Financial Solutions Pvt. Ltd.

seeks a Senior Financial Planner to lead client engagements, craft comprehensive financial plans across investments, retirement, tax and succession planning, and guide clients toward meeting their financial goals. You will conduct in-depth financial analyses, manage long-term client relationships, lead client meetings, and present tailored strategies, while staying updated with regulatory and market developments.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• CFP / CFA / CWM qualification preferred.
• Proven experience in financial planning.
• Strong communication and relationship skills.

Responsibilities

• Conduct in-depth financial analysis and create tailored financial plans.
• Manage and nurture long-term client relationships.
• Lead client meetings and present financial strategies.
• Stay updated with regulatory and market developments.
• Work closely with operations for smooth execution.

Skills

Strong communication

Education

Bachelor’s degree in Finance, Economics, or related field

Job description

Role Overview

As a Senior Financial Planner, you will lead client engagements, create comprehensive financial plans, and guide clients across investments, retirement, tax, and succession planning.

Key Responsibilities:

• Conduct in-depth financial analysis and create tailored financial plans
• Manage and nurture long-term client relationships
• Lead client meetings and present financial strategies
• Stay updated with regulatory and market developments
• Work closely with operations for smooth execution

Ideal Profile:

• Bachelor’s degree in Finance, Economics, or related field
• CFP / CFA / CWM qualification preferred
• Proven experience in financial planning
• Strong communication and relationship skills