Senior Financial Planner

Ascent Financial Solutions; Vadodara; Sur place; INR 900 000 - 1 300 000; Plein temps

Résumé du poste

Ascent Financial Solutions in Vadodara, India seeks a Senior Financial Planner to lead comprehensive planning engagements, assess client needs, and present tailored recommendations. The role focuses on retirement and investment planning, portfolio management, and tracking progress toward client goals.

The ideal candidate will hold CFP or equivalent credentials, possess strong communication and relationship-management skills, and stay current on market trends and regulatory changes to ensure

Qualifications

• Experience in Financial Planning for diverse client profiles.
• CFP or equivalent financial advisory certification.
• Strong communication and relationship-management skills.
• Degree in finance/economics/business or related field; prior wealth management experience.

Responsabilités

• Lead comprehensive financial planning engagements.
• Develop personalized strategies and present actionable recommendations.
• Manage client portfolios and monitor progress toward goals.
• Collaborate with internal teams and guide junior staff.

Connaissances

Financial Planning

Client relationship management

Analytical skills

Regulatory compliance

Formation

Bachelor's or Master's in Finance/Economics/Business

CFP or equivalent certification

Description du poste

Company Description

Ascent Financial Solutions is a SEBI- and AMFI-registered financial planning and wealth management firm with over a decade of proven expertise, founded in 2009. The firm is built on a mission to transform clients' financial lives and provide peace of mind by reducing financial stress. Ascent emphasizes unbiased, personalized, and high-quality financial solutions tailored to each client's unique goals and circumstances. The team serves a diverse clientele across 10 countries and multiple Indian cities, including high and medium net-worth individuals, retirees, and NRIs from varied professional backgrounds. With a strong foundation in ethics, trust, and disciplined advice, Ascent Financial is a trusted partner in helping clients achieve long-term financial well-being.

Role Description:

The Senior Financial Planner will lead comprehensive financial planning engagements, including assessing client needs, developing personalized strategies, and presenting actionable recommendations. This full-time role, based on-site in Vadodara, involves managing client portfolios, overseeing retirement and investment plans, and monitoring progress against defined financial goals.

The position includes conducting in-depth financial analysis, cash flow and risk assessments, and ensuring compliance with regulatory and internal standards. The Senior Financial Planner will collaborate with internal teams, guide junior staff, and maintain strong relationships with clients through regular reviews, education, and ongoing support. The role also requires staying updated on market developments, regulatory changes, and best practices to continuously enhance the quality of advice.

Qualifications:

• Candidates should possess strong expertise in Financial Planning and Personal Financial Planning for diverse client profiles.
• Candidates should possess relevant professional credentials such as Certified Financial Planner or equivalent financial advisory certifications.
• Candidates should possess strong communication and relationship-management skills, with the ability to explain financial concepts in accessible terms and build long-term trust.
• Candidates should ideally have a bachelor's or master's degree in finance, economics, business, or a related field, and prior experience in wealth management or advisory roles.