Financial Planner

Company Profile:

A D Naik Wealth is one of India’s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service.

Job Description: Financial Planner

Role Overview

Key Responsibilities

• Understand client goals and assess current financial status.
• Prepare detailed financial plans covering budgeting, savings, investments, retirement, and wealth creation.
• Analyze income, expenses, assets, liabilities, and risk capacity.
• Create goal-based financial projections and recommendations.
• Evaluate and suggest suitable investment strategies based on client profiles.
• Review and revise financial plans periodically as per client needs or market changes.
• Prepare and present financial planning reports in a clear and simplified manner.
• Ensure all plans comply with financial regulations and company standard.

Candidate Profile

• Bachelors degree in Finance, Commerce
• Looking for Certified Financial Planner
• Strong knowledge of financial planning concepts, goal-based planning, and investment basics.
• Good analytical and numerical skills.
• Proficiency in financial planning tools or Excel.
• Strong communication and presentation abilities.

Location: Goregaon

Email: adnghr@naikwealth.in/pritika@naikwealth.in