Trainee Financial Planner
- Type:
- Full Time
- Location:
- CBD Belapur - Navi Mumbai
- Description:
-
Company Name : Ladder7 Wealth Planners Private Limited
Company Website : www.ladder7.co.in
Company Profile : Ladder7 Wealth Planners Private Limited is fee-only SEBI Registered RIA. We started off in financial planning and advisory in 2004 and is one of the most respected names in the financial advisory business.
Job Profile & Responsibilities :
- 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 Planning Trainees will be under training for 3-6 months after which they will slowly be eased into financial advisory roles.
Desired Candidate Profile :
- 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 are at least graduate
- Post Graduation is prefeered
- CFP certification should be through regular pathway only.Or NISM 10 A & 10B certification
- Candidates less than 30 years of age are preferred.
- Mumbai 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.
Salary Range : Will be as per the merits of the case.
Additional Details : Candidates will need to go through a test and interview as part of the selection process
- Hiring Manager Details:
-
Prateek Patani
9920132979 / 8850312547