Experienced Certified Financial Planner
3 weeks ago
**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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