Financial Advisor – PAIA
- Type:
- Full Time
- Location:
- MUMBAI
- Description:
-
Company Name : GYR Financial Planners Private Limited
Company Website : www.gettingyourich.com
Company Profile (in short) : GYR Financial Planners Pvt. Ltd. is a SEBI Registered Investment Advisors. Our company has been helping Indian families for ~11 years. We specialize in providing personalized financial planning solutions that help our clients achieve their life goals.
Job Profile & Responsibilties : Would you like to learn to:
- Customize a financial plan for each family
- Implement the financial plan
- Track the investments
- Review the progress
- Nudge the clients
If you can be excited to deliver agreed services within the framework then let's connect.
This is a client-facing role & requires working closely with the Principal Officer of the firm.
Qualification : CFP certification
Experience : 4 years
Desired Candidate Profile : Experience in a Financial Planning Firm, Mutual Fund Distributor, Fund House, Bank, Financial Services, Insurance Companies (BFSI).
Self-driven candidates with good communication skills, healthy attitude & strong academics would be preferred.
Salary Range : Upto 10 Lakhs p.a.
Share your resume with email subject line – “Ref” FPSB India”
- Hiring Manager Details:
-
Anita Kulkarni