Trainee Financial Planner / Financial Planner
- Navi Mumbai
- Company Name: Ladder7 Financial Advisories
- 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 Post graduates/ Professional Qualifications with 2 years experience ( any financial experience will do – like a MF dist., Insurance Agent, accounting etc. for compliance purposes ) and CFP certification / NISM 10A/10B.
- CFP certification should be through regular pathway only & NISM 10A/10B as per the new Amendment.
- 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 are Welcome.
- Hiring Manager Details: