Financial Planning Consultant

LeadingEdge HR Solutions


Date: 3 weeks ago
City: Dhahran
Contract type: Full time
Job Summary:

Our client is seeking a qualified Financial Planning Consultant to help clients achieve their financial goals. The successful candidate will assess clients' financial situations, develop personalized financial plans, and provide expert advice on investment, retirement, and other financial matters.

Key Responsibilities:

1. Conduct financial needs assessments and create comprehensive financial plans.

2. Develop and implement investment strategies tailored to clients' goals and risk tolerance.

3. Provide expert advice on retirement planning, tax planning, estate planning, and other financial matters.

4. Build and maintain strong relationships with clients, understanding their financial goals and objectives.

5. Stay up-to-date with market trends, regulatory changes, and industry developments.

6. Collaborate with other financial professionals to deliver comprehensive financial solutions.

Requirements:

1. Professional certification (e.g., CFP, CFA) or relevant experience.

2. Strong analytical and problem-solving skills.

3. Excellent communication and interpersonal skills.

4. Ability to work independently and as part of a team.

5. Strong knowledge of financial markets, products, and regulations.

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

SMP - Oil & Gas Multiple Engineering & Technical Roles

JAL International Co. Ltd., Dhahran
2 weeks ago
We’re Hiring – SMP Vacancies in Saudi Arabia!We are currently hiring SMP candidates for major Oil & Gas projects across Saudi Arabia.If you have the required experience and qualifications, don't miss this opportunity! Apply here: https://lnkd.in/dtwkN3Mi Available Positions (Experience Required):Lead Business Systems Analyst / IT Support – 5+ yrs – AnyMechanical Engineer – 8+ yrs – SaudiAssociate Process Engineer –...

Commis Chef (Saudi Nationality Only)

Hilton, Dhahran
3 weeks ago
A Commis Chef is responsible for preparing and presenting high quality dishes to deliver an excellent Guest and Member experience while consistently contributing to departmental targets.What will I be doing?As a Commis Chef, you are responsible for preparing and presenting high quality dishes to deliver an excellent Guest and Member experience. A Commis Chef will also be required to prepare...

Engineer Trainee

SLB, Dhahran
3 weeks ago
JobName :NAJobSummary : NAAdditionalResponsibilities :Bachelor’s or Master’s degree in engineering or related scienceGood verbal and written communication skillsFluency in written and spoken EnglishQuick learner able to use logic to solve problemsBe personally committed to continuous improvementEvidence of leadership and teamwork skills