Xpertvoice | Financial Planning Associate | ahmedabad
7 days ago
Company Description
At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and wealth-planning solutions. We are pioneers in Private Wealth advisory.
Role Description
This is a full-time hybrid role for a Financial Planning Associate at Xpertvoice. The Financial Planning Associate will be responsible for financial, retirement, and estate planning, utilizing analytical skills and effective communication. Some remote work is acceptable in this role.
Qualifications
- Note: Please Don't apply if you are overconfident and overqualified
- Financial Planning and Retirement Planning skills
- Analytical Skills
- Effective Communication skills
- Estate Planning knowledge
- Experience in financial analysis and planning
- Bachelor's degree in Finance, Business, Economics, or related field
- Require Sales skills
- Certifications such as NISM, IRDA, or CFP are a plus
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ahmedabad, India Xpertvoice Full timeCompany DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
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Financial Planning Associate
7 days ago
ahmedabad, India Xpertvoice Full timeCompany Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
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Financial Planning Associate
6 days ago
Ahmedabad, India Xpertvoice Full timeCompany DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Financial Planning Associate
6 days ago
Ahmedabad, India Xpertvoice Full timeCompany DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Financial Planning Associate
7 days ago
ahmedabad, India Xpertvoice Full timeCompany DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Financial Planning Associate
7 days ago
Ahmedabad, India Xpertvoice Full timeCompany DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Financial Planning Associate
6 days ago
Ahmedabad, India Xpertvoice Full timeCompany Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Financial Planning Associate
6 days ago
Ahmedabad, India Xpertvoice Full timeCompany Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Financial Planning Associate
6 days ago
Ahmedabad, India Xpertvoice Full timeCompany DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
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ahmedabad, India Xpertvoice Full timeCompany Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
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