FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

Financial Planner

Type:
Location:
Jaipur
Description:
Company Name - SLA Capital
    We are looking for a Financial Planner to help clients manage their finances. You will be responsible for reviewing client’s portfolios including investments, cash flows, savings and debt management. If you’re analytical, meticulous and customer-oriented, we’d like to meet you.Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
What you'll do  
    • Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
    • Customize financial plans according to clients’ changing needs
    • Present andsuitable financial products and services
    • Remain updated with latest Financial Products
    •     What you'll need
    • Certified Financial Planner(CFP) degree is must.
    • Fresher may also apply (experience is an additional advantage)
    • Ability to analyze financial information
    • Proficiency in MS Office (excel and PowerPoint should be excellent)
    • Strong ethics, with a customer-oriented attitude
    Things to be considered
    • Fun and rewarding work environment
    • Encourage people to come with ideas, suggestions and feedback that adds to the growth and efficiency of the company
    Expected Package 1.5 to 2 lacs per annum
    Hiring Manager Details:

    Ashish Modani

    [email protected]

    9829255737