Attention! This job posting is 366 days old and might be already filled.

Financial Planner@Wiseinvest Advisors

Company Name Wiseinvest Advisors
Location MUMBAI, India
Job Type Financial Planner
Job Description

Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Profile :  Wiseinvest Advisors, one of India’s leading  Investment Advisory firms managing assets of around   Rs. 900 crores , require the following personnel for its Corporate Office

Job Location : Andheri, Mumbai

Job Responsibilites :  Prepare financial plans with support from senior planner

  • Interact with clients for data gathering, planning and plan implementation.
  • Research investment products
  • Mis report and inputs to Senior Management

Candidates Profile :  Post Graduates holding valid CFP certification or having completed  NISM Series X-A Investment Adviser (Level 1) and NISM Series X-B Investment Adviser (Level 2)  with a minimum 2 years experience in client acquisition and financial planning processes.

Salary : As per industry

Interested candidates can mail their updated resumes at “” with the company name and profile name.

Please go through the JD carefully before applying

Posted Date 10/07/2019