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Associate financial planner@PLAN2PROSPER(OPC)PVT LTD

Location Thane, Mumbai, India
Job Type Associate financial planner
Job Description

Company Profile : 

Plan2Prosper is a 3-year-old  process driven, independent financial planning and wealth management practice handling over 100 HNI client families.

We are expanding client base and geographies.

Job Description : 

Meeting prospective clients and understanding their requirements

Preparing and presenting customised financial planning solutions

Handholding to execute suggestions made

Ongoing engagement to ensure client stays on course to meet their goals

Conduct awareness seminars, workshops, corporate intervention programs to promote our services.

Candidates Profile :  

CFP certificants

Good academic rigour

Fluency in English and Hindi

Willingness to take risks, work hard, go the extra mile and stay committed.

We are looking for CFP Certificants with 1-2 years experience in broking, banking or financial planning for a role as an associate financial planner to work in Mumbai area.                                                                                                                                               

Learning and growth opportunities will be unlimited.

Salary :  As per industry standards,

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 02/11/2019