Personal Finance Planning Lead

Company Description

TRZY is an event production company based in Gurgaon. With more than 17 years of experience, we specialize in planning and executing highly effective corporate events, brand promotions, and movie associations. Our innovative promotion strategies and advanced technologies create viral moments that attract worldwide attention. We combine boundless creativity with military-like precision to design multidimensional experiences that engage all the senses. Our customized solutions ensure your unique brand story shines through, while we handle the logistics and production to guarantee a blockbuster hit.

Role Description

This is a full-time on-site role for a Financial Advisor at TRZY in Gurgaon. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. They will work closely with clients to understand their financial goals and develop personalized financial strategies. The Financial Advisor will also provide financial advisory services and assist clients in making informed financial decisions.

Qualifications

• Financial Planning and Finance skills
• Retirement Planning and Investments knowledge
• Financial Advisory expertise
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Ability to build and maintain client relationships
• Experience in the financial industry
• Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus