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Certified Financial Planner
2 months ago
Job description
1. Identify and investigate investment prospects by evaluating risk parameters
2. Understand financial position and identify the needs of clients
3. Analyze client's financial information; identify client's objectives, risk tolerance and circumstances to develop a retirement plan and to provide investment strategies, tax projections and financial guidance.
Calculate or estimate current costs and future costs to provide retirement plans.
4.Creating cash flows with current investments and future value observations.
5.Suggestion proper asset allocation based on requirements
Annual Portfolio Review with the current status of investments
**Job Types**: Full-time, Regular / Permanent
**Salary**: From ₹21,208.35 per month
Schedule:
- Rotational shift
Ability to commute/relocate:
- Rajajinagar, Bengaluru - 560010, Karnataka: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (required)
**Experience**:
- Financial planning: 3 years (required)
- Investment planning: 3 years (required)
License/Certification:
- CFP (required)
**Speak with the employer**
+91-XXXXXXXXXX
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