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Financial Planner

Full Time


  • Providing financial planning, insurance, and investment services to clients
  • Ensuring client records are maintained and kept current
  • Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances
  • Acting as a liaison between the client and other financial professionals
  • Guiding clients through personal financial analysis, including goal setting
  • Assisting clients with estate management, tax returns, budgets, or other financial tasks


  • Good communication skills
  • Able to work under pressure
  • Aptitude for research
  • Good with numbers
  • Analytical and planning skills
  • Interested in the financial market


If you wish to apply for this job position, please fill your details in the Contact Form and mail to jobs@localhost

Please mention the following in the subject line as ‘”Position Name” –“Your Name” – “Your Current Business group”