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Financial Planning Associate

2 months ago

Ahmedabad, India Xpertvoice Full time

Company Description

At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and wealth-planning solutions. We are pioneers in Private Wealth advisory.


Role Description

This is a full-time hybrid role for a Financial Planning Associate at Xpertvoice. The Financial Planning Associate will be responsible for financial, retirement, and estate planning, utilizing analytical skills and effective communication. Some remote work is acceptable in this role.


Qualifications

  • Note: Please Don't apply if you are overconfident and overqualified
  • Financial Planning and Retirement Planning skills
  • Analytical Skills
  • Effective Communication skills
  • Estate Planning knowledge
  • Experience in financial analysis and planning
  • Bachelor's degree in Finance, Business, Economics, or related field
  • Require Sales skills
  • Certifications such as NISM, IRDA, or CFP are a plus