Job opening at Ladder7 Financial Advisories
- Designation: Trainee Financial Planner ( 1 No. )/ Financial Planner ( 1 No.)
- This position would allow the candidate to learn true financial planning/ advisory in a RIA firm.
- Training & mentoring assistance provided would be invaluable for the future career progression of the candidate.
- The candidate would over-time get hands-on experience in doing financial plans & offering advisories.
- This is a true advisory position & there is no sales involved.
- Financial Planner candidates would be eased into the advisory role immediately.
- Financial Planning Trainees will be under training for 3-6 months after which they will slowly be eased into financial advisory roles.
- The candidate is expected to have sound knowledge on financial planning & allied finance areas, which we will build on.
- We are looking for candidates with excellent oral and written communication skills in English. Knowledge of Hindi, Marathi and other regional languages is a plus.
- We need candidates who can comply with RIA regulation.
- Ideal candidate would be a graduates with 5 years experience ( any financial experience will do – like a MF dist., Insurance Agent, accounting etc. for compliance purposes ) and CFP certification or Post graduates ( in specified finance areas as per regulation ) with CFP certification.
- CFP certification should be through regular pathway only.
- We prefer postgraduates, preferably professional degrees like CA, CFA, MBA etc.
- Candidates for Financial Planners position need to have relevant experience of at least two years.
- Candidates less than 30 years of age are preferred.
- Candidates who are from Central & Harbour lines would be preferred.
- Outstation candidates are welcome to apply if they are willing to relocate to Navi Mumbai.
- Freshers may also apply. We will consider them for suitable positions.
- Hiring Manager Details:
99201 32979/ 93228 66643/ 93265 98469