Financial Planning Consultant

Client of LeadingEdge HR Solutions; Eastern Province; On-site; SAR 200,000 - 300,000; Full time

Job summary

An established industry player is looking for a skilled Financial Planning Consultant to guide clients in achieving their financial objectives. This role involves assessing financial situations, crafting personalized plans, and providing expert advice on investments and retirement. The ideal candidate will possess strong analytical abilities, excellent communication skills, and a solid understanding of financial markets. Join a dynamic team and help clients navigate their financial journeys with confidence and expertise, making a real difference in their lives.

Qualifications

• Professional certification or relevant experience in financial planning is essential.
• Strong analytical, problem-solving, and communication skills are required.

Responsibilities

• Conduct financial needs assessments and create comprehensive financial plans.
• Develop investment strategies tailored to clients' goals and risk tolerance.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Education

Bachelor of Business Administration

Professional certification (e.g., CFP, CFA)

Job description

Bachelor of Business Administration(Management)

Nationality: Any Nationality

Vacancy: 1 Vacancy

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.