Associate financial planner@PLAN2PROSPER(OPC)PVT LTD
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.
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.
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 “Placement@fpa.edu.in” with the company name and profile name.
Please go through the JD carefully before applying.