Opening for CFP Certified Candidates

Full Time

Company Name : Crescore Wealth Management Pvt. Ltd.

Company Website:

Job Location : Sec 30, Gurgaon

No. of Vacancies : 5

Job Profile & Responsibilities:
  • Play an integral role as part of a team with the Financial Planners and administrators providing a seamless client service experience.
  • Attend client and prospect meetings with planners and independently Assist with referral generation, through professional, personal and client opportunities
  • Engage clients on a regular basis by handling incoming and outgoing correspondence to provide client service & support Assist in the preparation of financial plans, portfolio and insurance reviews and income tax review ready for client presentation
  • Ensure completion of all required materials and tasks before, during and after client meetings
  • Liaise with the Administration team for form preparation, statement requests and other administrative requirements Liaise and assist with our client’s professional advisors including lawyers, accountants and bankers
  • Active member of the Team’s Business Committees (Finance, Marketing, Sales, Management) Attend client, networking or industry events

Qualification : Any Graduate with CFP Certification OR any candidate who has passed all exams of CFP programme and is awaiting completion of experience period.

Desired years of prior work experience : 0-1 Years

Salary Range (if any): As per industry norms

Hiring Manager Details:

Shital Suman (Manager – HR)

+91 - 9650470088