Trainee Financial Planner

Full Time
CBD Belapur - Navi Mumbai

Company Name : Ladder7 Wealth Planners Private Limited

Company Website :

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

    [email protected]

    9920132979 / 8850312547