Financial Domain Consultant

About Us:

LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise to help drive superior competitive differentiation, customer experiences, and business outcomes in a converging world. Powered by nearly 90,000 talented and entrepreneurial professionals across more than 30 countries, LTIMindtree a Larsen & Toubro Group company combines the industry-acclaimed strengths of erstwhile Larsen and Toubro Infotech and Mindtree in solving the most complex business challenges and delivering transformation at scale. For more information, please visit ;/p>

Role: Financial Domain Consultant

Location: New Jersey, NJ

Job Description:

Key Responsibilities

Financial Planning

Gathering client information about their financial situation including income expenses assets and liabilities

Determining the clients risk tolerance and long-term financial goals

Developing tailored financial plans to help clients achieve their objectives

Investment Management

Creating and managing investment portfolios based on the clients goals and risk profile

Conducting research on investment opportunities and making recommendations

Monitoring portfolio performance and making adjustments as needed

Other Financial Services

Providing guidance on tax strategies estate planning and retirement planning

Assisting with insurance planning and other financial needs

Offering advice on charitable giving and other financial matters

Client Relationship Management

Building and maintaining strong client relationships

Communicating regularly with clients to provide updates and address their concerns

Providing excellent customer service and support

Compliance

Ensuring compliance with all relevant laws and regulations

Maintaining accurate records and documentation

Business Development

Identifying and pursuing new business opportunities

Building relationships with potential clients and referral sources

Skills and Qualifications

Strong knowledge of financial planning investment management and related financial products and services

Excellent communication interpersonal and presentation skills

Analytical and problem-solving skills

Ability to build and maintain strong client relationships

Strong work ethic and attention to detail

Ability to work independently and as part of a team

Familiarity with relevant financial regulations and compliance requirements

LTIMindtree is an equal opportunity employer that is committed to diversity in the workplace. Our employment decisions are made without regard to race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), gender identity or expression, national origin, ancestry, age, family-care status, veteran status, marital status, civil union status, domestic partnership status, military service, handicap or disability or history of handicap or disability, genetic information, atypical hereditary cellular or blood trait, union affiliation, affectional or sexual orientation or preference, or any other characteristic protected by applicable federal, state, or local law, except where such considerations are bona fide occupational qualifications permitted by law.