Assistant Financial Planner

3 weeks ago

Vadodara, India Ascent Financial Solutions Full time

As an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.

Responsibilities

  • Assisting in gathering client financial information and conducting financial analysis.

-Communicating with clients and various stake holders.

  • Preparing financial plans and investment recommendations.

Participating in client meetings to present financial plans.

  • Monitoring and reporting on the progress of financial plans.

Qualifications

  • Master''s degree in finance, economics, or a related field.

  • Professional certifications such as CFP (Certified Financial Planner), CFA, CWM preferred.

-Fresher CA or Inter CA with 2-5 years of experience may apply.

Skills

  • Strong analytical and numerical skills.

  • Cashflow Modeling skills are must.

  • Excellent communication and presentation skills.

  • Basic knowledge of financial planning principles and products

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