Financial Planning Consultant

leading-edge; Dhahran Compound; On-site; SAR 120,000 - 240,000; Full time

Job summary

leading-edge is seeking a qualified Financial Planning Consultant to help clients achieve their financial goals. The role involves assessing clients' financial situations, developing personalized financial plans, and providing expert advice on investments, retirement, and other financial matters.

Key responsibilities include conducting needs assessments, creating plans, tailoring investment strategies, assisting with retirement and tax planning, building client relationships, staying informed on

Qualifications

• Must have professional certification (e.g., CFP, CFA) or equivalent experience.
• Strong analytical and problem-solving abilities are required.
• Excellent communication and interpersonal skills are essential.
• Ability to work independently and as part of a team.
• Solid knowledge of financial markets, products, and regulations is expected.

Responsibilities

• Assess clients' financial situations and needs.
• Develop personalized financial plans and investment strategies.
• Provide expert advice on retirement, tax, and estate planning.
• Build and maintain relationships with clients to understand their goals.
• Stay up-to-date with market trends, regulations, and industry changes.
• Collaborate with other financial professionals to deliver comprehensive solutions.

Skills

Analytical thinking

Problem-solving

Communication skills

Interpersonal skills

Teamwork

Education

CFP/CFA certification

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:

• Conduct financial needs assessments and create comprehensive financial plans.
• Develop and implement investment strategies tailored to clients' goals and risk tolerance.
• Provide expert advice on retirement planning, tax planning, estate planning, and other financial matters.
• Build and maintain strong relationships with clients, understanding their financial goals and objectives.
• Stay up-to-date with market trends, regulatory changes, and industry developments.
• Collaborate with other financial professionals to deliver comprehensive financial solutions.

Requirements:

• Professional certification (e.g., CFP, CFA) or relevant experience.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong knowledge of financial markets, products, and regulations.