Investment Advisor
2 months ago
**Responsibilities**
Assist in making and presenting financial plans (using excel and powerpoint)
Train under the senior financial planner
Assist in conducting research on equities
Assist in conducting research on mutual funds
Create financial models, graphs etc., to showcase research
Work with both, the financial planning and the research teams
**Qualifications**
Undergraduate degree (B.Com), MBA
CFP certification or pursuing CFP certification
IA designation (Investment Advisor I and II exams)
**Salary**: ₹500,000.00 - ₹700,000.00 per year
**Benefits**:
- Cell phone reimbursement
- Food provided
- Health insurance
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
- Performance bonus
- Quarterly bonus
- Yearly bonus
Ability to commute/relocate:
- Hyderabad, Hyderabad - 500034, Telangana: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 2 years (preferred)
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