Manager-Investment Advisory

Full Time

Company Name: Guardian Capital Investment Advisors

Company Profile: Wealth Management

Company Website:

Qualification & Education Criteria required : (B.Com), MBA, CFP certification or pursuing CFP certification, IA designation (Investment Advisor I and II exams)

Salary Range: Rs.5 to 7 Lakhs

Any additional crucial information: We are looking for Manager-Investment Advisory at our Hyderabad location. We want to fill this requirement with the available CFPs (preferable)

Key responsibilities include: Assisting in making and presenting financial plans (using excel and powerpoint); Train under the Senior Financial Planner; Assist in conducting research on equities; Assist in conducting research on mutual funds; Create financial models, graphs etc., to showcase research; Work closely with financial planning, operations and the research teams.

Hiring Manager Details:

Praveen Kumar Behara