Max Secure Financial Planners
Website:
maxsecfp.in
Job details:
Company Description Max Secure Financial Planners is a fee-only advisory firm that provides independent financial guidance, free from product sales incentives. The team focuses on unbiased recommendations that place each client's best interests at the center of every decision. By helping clients make better choices around spending, saving, investing, and managing risk, the firm aims to improve their overall financial well-being. Max Secure Financial Planners works closely with clients to create clear roadmaps toward financial freedom and long-term independence.
Role Description The Financial Planner will provide comprehensive, client-centered financial advice and planning services in a full-time, on-site role based in Navi Mumbai. Day-to-day responsibilities include meeting with clients to understand their financial goals, analyzing their current financial situation, and developing tailored plans for budgeting, saving, investing, risk management, and retirement planning. The role involves preparing and presenting financial reports, monitoring client portfolios, and reviewing plans regularly to reflect changing needs or market conditions. The Financial Planner will also stay updated on financial products, regulations, and best practices to ensure recommendations remain current, ethical, and aligned with fee-only standards.
Qualifications
- Strong knowledge of Financial Planning and Personal Financial Planning, with the ability to create holistic, client-focused plans.
- Background in Finance, including understanding of investments, risk management, and basic tax considerations.
- Certification such as Certified Financial Planner (CFP) or progress toward the credential is highly desirable. NISM XA and XB are preferable.
- Experience or training in Retirement Planning, including long-term goal setting and income strategies for post-retirement life.
- Relevant bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
- Excellent analytical, numerical, and problem-solving skills, with attention to detail and accuracy.
- Strong interpersonal and communication skills, with the ability to explain complex concepts in clear, accessible language.
- High ethical standards, client-service orientation, and ability to work collaboratively within an advisory team.
- Navi Mumbai-based candidates are preferred
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