Financial Consultant & Real Estate

Company Description

FINANCIAL PLANNING & CONSULTING SERVICES, INC. is a reputable financial services company headquartered in Yorba Linda, California. We specialize in offering tailored financial and investment planning solutions to meet the unique needs of our clients. Our team is committed to delivering personalized strategies that empower clients to achieve their financial goals. Known for our professional expertise and customer-centric approach, we aim to build long-term relationships based on trust and excellence.

Role Description

We are seeking a dedicated Financial Consultant & Real Estate professional for a full-time on-site role located in Pune. The individual will be responsible for providing financial planning and investment advice, analyzing financial data, and developing retirement planning strategies for clients. Additional responsibilities include conducting market research, building client portfolios, and offering tailored recommendations to meet clients' financial aspirations. Collaboration with clients and other team members to achieve optimal financial outcomes will be central to this role.

Qualifications

• Strong knowledge and experience in Financial Planning, Investments, and Retirement Planning
• Proficiency in Finance principles and advanced Analytical Skills
• Excellent interpersonal, communication, and client relationship management abilities
• Ability to work independently and as part of a team
• Relevant certifications such as CFP® (Certified Financial Planner) or similar are highly desirable
• Prior experience in real estate or related financial consulting is advantageous