Experienced Certified Financial Planner

3 weeks ago


Mohali, India VivaJiva Pvt Ltd Full time

**Job description**

**About the job**

We are seeking an experienced financial planner to create, refine, and maintain financial plans

financial planning field and an ability to work both independently and in a team environment.

**CFP certification mandatory on this Jobs.**

**Responsibilities**:

- Complete financial analysis and Prepare financial plans for our financial advisors clients

using current financial planning software platforms to include Envestnet/MoneyGuide,

Right Capital, Advicent/Naviplan, Emoney, etc.
- Interview clients when necessary to determine current goals, financial objectives,

income, expenses, insurance coverage, tax status, risk tolerance, and other information

required to create a financial plan.

when needed.
- Contact clients periodically to update financial plans.
- Keep meticulous record of all activities in CRM (Salesforce).
- Respond to the Chief Compliance Officer and other compliance personnel as

required/requested for completion of various compliance tasks.
- Perform other duties as required.

**Skills**
- Resourcefulness and high level of self-motivation.
- Possess a true desire to help others achieve their financial goals.
- Possess strong time management and organizational skills.
- Dedicated team player with strong follow up, communication, and presentation skills.
- Strong Microsoft Office skills required.

**Education, Training, and Experience**
- At least five years experience preparing financial plans.
- Bachelors degree required with concentration in accounting, finance, economics, or

related field preferred.
- Certified Financial Planning designation (CFP) required.
- Current knowledge of US taxes, insurance, and retirement plans.

**Salary**: ₹70,000.00 - ₹150,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Evening shift
- Monday to Friday
- Night shift
- US shift

Supplemental pay types:

- Overtime pay
- Performance bonus
- Quarterly bonus
- Yearly bonus

Ability to commute/relocate:

- Mohali, Punjab: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)
- CFP: 4 years (preferred)

License/Certification:

- CFP (preferred)

Application Deadline: 23/06/2023


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