Financial Planner- job post Hum Fauji Initiatives

Full job description
Job Title: Financial Planner (1+ Years Experience)Location

Dwarka, New Delhi

Experience Required
Minimum 1 year and Maximum 3 year of experience in financial planning, wealth management, investment advisory, or a related field.
About the Company
Hum Fauji Initiatives© is an ISO 9001:2015 certified organization dedicated to helping serving and retired Armed Forces personnel achieve their financial goals through comprehensive financial planning. We believe in putting our clients first and delivering unbiased, goal-based financial advice.

By the Faujis. For the Faujis.

Academic QualificationsMandatory

Graduation in a core finance-related discipline (Finance, Commerce, Economics, Accounting, etc.).
Minimum 60% aggregate in:
Class 10
Class 12
Graduation
Candidates must mention their percentage/CGPA in their CV.
Preferred

MBA/PGDM
MBA/PGDM (Finance)
Professional Qualifications (Preferred)

Candidates who have completed or are currently pursuing any of the following certifications (minimum one module completed) will be preferred:

CFP (Certified Financial Planner)
NISM Series X-A
NISM Series X-B
Key Responsibilities

Prepare personalized investment, wealth creation, retirement, and financial goal plans for clients.
Explain financial plans in a simple and client-friendly manner through in-person meetings, phone calls, emails, Zoom, Google Meet, or similar platforms.
Translate financial plans into suitable investment product recommendations.
Execute investment strategies and coordinate implementation.
Monitor client portfolios regularly against investment performance and financial goals.
Prepare periodic portfolio review reports for clients.
Recommend and implement portfolio rebalancing whenever required.
Resolve clients' financial planning queries and provide ongoing advisory support.