Finance Planning Trainee

3 days ago

Bengaluru, India Wealth Crafts Full time

Company Description

Welcome to Wealth Crafts, the leading SEBI Registered Fee Only Investment Adviser. We specialize in financial planning and investment advisory, empowering individuals and companies to achieve their financial goals through customized strategies. Our unique approach is centered on three key principles: Clarity, Simplicity, and Structure, ensuring transparency and cost-effectiveness in your financial journey. Our services include fixed fee only financial planning, retirement planning, investment advisory, risk mitigation through insurance, cash flow management, investment portfolio review, and financial education workshops.

Role Description

This is a full-time on-site Finance Planning Trainee role located in Bangalore Urban. The Finance Planning Trainee will be responsible for assisting senior financial planner in assisting financial planning activities for clients and Preparing requisite research reports, presentations, and content for internal and external consumption on various strategies and instruments across different platforms including social media.

Qualifications

  • CFP and NISM XA - XB is a must.
  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • Freshers who are eager to build a career in Financial Planning
  • Fluent in Microsoft Word, Excel and PowerPoint
  • Analytical Skills and Finance knowledge
  • Excellent Communication skills
  • Strong attention to detail and organizational skills
  • Experience with CRM software is a plus

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