Job opening at Ladder7 Financial Advisories

Designation: Trainee Financial Planner ( 1 No. )/ Financial Planner ( 1 No.)
Location: CBD Belapur, Navi Mumbai
Job Description :
  • 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.
Candidates Profile :
  • We need candidates who can comply with RIA regulation.
  • Ideal candidate would be a graduates with 5 years experience ( any financial experience will do – like a MF dist., Insurance Agent, accounting etc. for compliance purposes ) and CFP certification or Post graduates ( in specified finance areas as per regulation ) with CFP certification.
  • CFP certification should be through regular pathway only.
  • We prefer postgraduates, preferably professional degrees like CA, CFA, MBA etc.
  • Candidates for Financial Planners position need to have relevant experience of at least two years.
  • 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 may also apply. We will consider them for suitable positions.
Company Profile : Ladder7 Financial Advisories 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.
Salary : Will be as per the merits of the case.
Note: Candidates will need to go through a test and interview as part of the selection process  
Hiring Manager Details:

Prateek Patani

[email protected]

99201 32979/ 93228 66643/ 93265 98469