Attention! This job posting is 187 days old and might be already filled.

Trainee Financial Planners@ Ladder7 Financial Advisories

Company Name Ladder7 Financial Advisories
Location CBD Belapur, Navi Mumbai, India
Job Type Trainee Financial Planner s
Job Description

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

Job Description :   


This position would allow the candidate to learn true financial planning/ advisory in a RIA firm. Training & mentoring assistance provided would be invaluable for the future career progression of the candidate. The candidate would over-time get hands-on experience in doing financial plans & offering advisories.

This is a true advisory position & there is no sales involved.

Candidates Profile :  

  • The candidate is expected to have sound knowledge on financial planning & allied finance areas, which we will build on.
  • ? 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.
  • ? We need candidates who can comply with RIA regulation.
  • ? Ideal candidate would be a graduates with 5 years experience ( any financial experience will do – like a MF dist., Insurance Agent, accounting etc. for compliance purposes ) and CFP certification or Post graduates ( in specified finance areas as per regulation ) with CFP certification.
  • ? CFP certification should be through regular pathway only. We prefer postgraduates, preferably professional degrees like CA, CFA, MBA etc.
  • ? Candidates for Financial Planners position need to have relevant experience of at least two years.
  • ? 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.
  • Freshers may also apply. We will consider them for suitable positions

Salary :   As per company 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 10/02/2020