Financial Planner and Advisor
- Type:
- Full Time
- Location:
- Hyderabad
- Description:
Company Name : Guardian Capital Investment Advisors Pvt. Ltd. (part of Guardian Holdings)
Company Website : www.gcia.in / www.guardianholdings.in/
About Guardian
- Guardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18
- We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs.
Qualifications:
- MBA or pursuing MBA in finance
- Experienced with using MS Excel and MS PowerPoint for university/internships
- Qualification: MBA(Finance)(Mandatory), CFP certification or pursuing CFP certification, professional MS Excel skills
- Experience: 2 years of experience preferred, Freshers with CFP Certification
- Experience in tools preferred: BSE, MFU, Demat opening
CTC: upto 8 Lakhs
Responsibilities:
Pillar 1: Research
- Track the performance of invested funds.
- Attend fund manager calls to reconcile internal research with their opinions and understand the framework.
Pillar 2 : Financial Planning
- Develop financial plans and deliver presentations to clients as needed.
- Collaborate with team leaders to gather data.
- Maintain and update client data, and revise plans annually or as needed in response to significant changes.
Pillar 3 : Client Service
- Obtain necessary documents and supplementary information from clients or team leaders during onboarding.
- Conduct purchase cost analyses upon request.
- Conduct regular meetings with clients and address their inquiries and resolve issues as needed.
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- Hiring Manager Details: