Independent Financial Planning Advisor

leading-edge

Dhahran Compound

On-site

SAR 120,000 - 240,000

Full time

5 days ago

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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.