Financial Planning Associate

6 days ago


Ahmedabad, India Xpertvoice Full time
Company DescriptionAt 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 DescriptionThis 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.

QualificationsNote: Please Don't apply if you are

overconfident

and

overqualifiedFinancial Planning and Retirement Planning skillsAnalytical SkillsEffective Communication skillsEstate Planning knowledgeExperience in financial analysis and planningBachelor's degree in Finance, Business, Economics, or related fieldRequire Sales skillsCertifications such as NISM, IRDA, or CFP are a plus



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