Financial Planning Consultant

LeadingEdge HR Solutions; Dhahran Compound; On-site; SAR 60,000 - 100,000; Full time

Job summary

An established industry player is on the lookout for a Financial Planning Consultant to guide clients towards their financial aspirations. In this vital role, you will assess clients' financial situations, craft tailored financial plans, and offer expert advice on investments, retirement, and tax planning. Your ability to build strong client relationships and stay informed about market trends will be key to your success. Join a dynamic team dedicated to delivering comprehensive financial solutions and make a significant impact in the financial sector.

Qualifications

• Professional certification or relevant experience in financial planning.
• Strong analytical, communication, and interpersonal skills.

Responsibilities

• Conduct financial assessments and create personalized financial plans.
• Develop investment strategies tailored to clients' goals.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Education

Professional Certification (CFP, CFA)

Relevant Experience

Job description

Job Summary:

Our client is seeking a qualified Financial Planning Consultant to help clients achieve their financial goals. The successful candidate will assess clients' financial situations, develop personalized financial plans, and provide expert advice on investment, retirement, and other financial matters.

Key Responsibilities:

1. Conduct financial needs assessments and create comprehensive financial plans.

2. Develop and implement investment strategies tailored to clients' goals and risk tolerance.

3. Provide expert advice on retirement planning, tax planning, estate planning, and other financial matters.

4. Build and maintain strong relationships with clients, understanding their financial goals and objectives.

5. Stay up-to-date with market trends, regulatory changes, and industry developments.

6. Collaborate with other financial professionals to deliver comprehensive financial solutions.

Requirements:

1. Professional certification (e.g., CFP, CFA) or relevant experience.

2. Strong analytical and problem-solving skills.

3. Excellent communication and interpersonal skills.

4. Ability to work independently and as part of a team.

5. Strong knowledge of financial markets, products, and regulations.