Job Description:
We are seeking a Certified Financial Planner to provide comprehensive financial advisory services to individual clients. Your responsibilities will include assessing client financial goals, developing customized plans, and offering solutions related to retirement, investment, tax planning, insurance, and estate planning.
You will conduct in-depth financial reviews, analyze assets and liabilities, and suggest diversified investment options. The role also involves continuous monitoring of client portfolios, adjusting strategies based on market conditions or life changes, and maintaining strong long-term relationships through trust and performance.
Job Requirement:
Candidates must be CFP-certified and hold a degree in finance, accounting, economics, or a related field. At least 3–5 years of experience in personal financial planning is required. You must demonstrate excellent interpersonal skills, a client-first mindset, and a strong understanding of financial products, tax laws, and regulatory standards.
Proficiency in financial planning software, strong analytical capabilities, and attention to detail are essential. The ability to simplify complex financial concepts for clients and maintain ethical fiduciary practices is a must. Fluency in German and English is preferred for serving a diverse clientele.
