Financial Planner – Fincart5 min read

Job Title

Financial Planner

Company Profile

• Fincart is an online initiative of 3E Advisors Private Limited. The acronym 3E stands for Educate, Empower & Enable. Our vision is to be the most ethical personal finance portal that helps people make better progress with money by educating investors, empowering them to make informed decisions and enabling them with an online platform – that help them to Plan, Transact and Track their investments. 

Job Profile & Responsibilities

• Analyze clients financial statuses (e.g. income, expenses, and liabilities).
• Examine and suggest financial opportunities (e.g. insurance plans, investments).
• Develop sound plans and budgets for clients.
• Customize financial plans according to clients changing needs.
• Help clients implement their plans and carry out transactions.
• Present and sell suitable financial products and services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices, and financial products.

Preferred Qualifications

• BSc/BA in finance, business administration, or relevant field; professional certification (e.g. CFP/CWM) is a plus.

Desired Candidate Profile

• Proven experience as a financial planner or similar role; experience in sales or customer service is an asset.
• Ability to analyze financial information and comply with regulations.
• Proficiency in MS Office and CRM systems.
• Attention to detail and strong math skills.
• Strong ethics, with a customer-oriented attitude.
• Outstanding communication skills, with the ability to foster long-term relationships.

Additional Details

• We are looking for a Financial Planner to help clients manage their finances. You will be our client’s trusted advisor in areas including investments, cash flow, savings, and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous, and customer-oriented, we like to meet you. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.