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