Compay Website : www.ladder7.co.in
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
This internship would allow the candidate to acquire knowledge & skills needed by a financial planner & would allow the candidate to easily pass the courses in the CFP Certification program.
We are looking for serious candidates who want to make Financial Planning their career. We are looking for those with the right attitudes, who genuinely want to help people, are flexible & willing to learn, are willing to put in the hard work necessary to become an excellent planner.
Internship is not a job offer. However, after completing all modules & exams of CFP Certification, candidates who emerge out as well rounded material for a financial planning position would be hired after interview/ test.
This is an invaluable opportunity for a student to learn in a true fee-only financial planning firm & also get a chance to be absorbed, if found suitable.
Candidates Profile :
Candidates need to be a graduates / Post graduates ( in commerce, economics, management etc. ). Professional degrees like CA, CFA, MBA would be an added plus.
The candidate should already be pursuing CFP Certification & should have given three modules atleast. We expect the candidates to complete all balance modules in three months but not more than six months
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 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.
As mentioned earlier, this internship is not a job offer. It is a wonderful chance to learn in a financial planning firm. Hence, there will be a modest stipend while on the learning phase.
After completion of CFP Certification, if the candidate qualifies for employment as a financial planner, then we will absorb them at a position & scale.
Interested candidates can mail their updated resumes at “Placement@fpa.edu.in” with the company name and profile name.
Please go through the JD carefully before applying.