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Certified Financial Planner

2 months ago

Hyderabad, India TheFinBridge Full time

Job Description of a CFP

Must be good at All calculations like FV, PV, RATE, NETWORTH...etc

Deliver a full range of goals-based financial planning/wealth strategies including assessment of client needs

Deliver holistic goals-based financial solutions to clients

Prepare and present detailed customized client reports

To review the Investment Strategy and to suggest any modification if required

Good understanding of various financial products and markets.

Strong quantitative and analytical skills (including data analysis and ability to understand data flows)

Proficient in MS Office (Excel, Word, PowerPoint)

Proactive, positive approach. Able to grasp/learn concepts and procedures quickly

Good communication skill with great leadership quality

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹15,000.00 - ₹50,000.00 per month

Schedule:

- Morning shift

Ability to commute/relocate:

- Hyderabad, Telangana: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 2 years (preferred)

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