PARA PLANNER

Type:
Full Time / Part Time
Location:
Work from Home
Description:

COMPANY NAME : Progno Financial Advisor

COMPANY PROFILE : Financial Planning Company

JOB PROFILE :
  • Involved in daily checking & tracking of software functioning
  • Reporting of any anamoly on immediate basis
  • Involved in Financial Counselling of clients on board with Progno - this will subject to passing of some tests and training
  • Preparing presentations & other content for financial coaching of onboard clients.
  • Any other fp related work as the need be

The trainee will be provided a proper 10-15 days training on all relevant subject matter for them to excel in their delivery.

QUALIFICATION & EDUCATION CRITERIA REQUIRED OF THE CANDIDATE : Graduates / Post Graduates pursuing CFP

SALARY RANGE : Stipend and negotiable

COMPANY WEBSITE : www.prognoadvisor.com

Hiring Manager Details:

Arti Arora

[email protected]