
Financial Planner
4 days ago
Company Profile
SEBI Registered Investment Advisors with iFAST Financial
A Boutique Retirement Advisory Firm focused on providing timely & transparent Wealth Protection, Wealth Creation and Wealth Management Solutions with an emphasis on Tax Efficiency and Risk Management
Our goal is to provide Financial Security and Peace of Mind
**Job Profile & Responsibilities**
We are looking for a Team Player who will be responsible for Engaging our existing and prospective clients
**Job Roles & Responsibilities**:
1. Goal Based Financial Planning: Create a comprehensive and customized, Goal Based Financial Plan for families
2. Mutual Fund Research: Create Mutual Fund portfolio’s ( > INR 50 Lakhs) based on Asset Allocation & Risk Appetite
3. Subject Matter Expert - Face of Research: Attend AMC and other events on behalf of Ethos to gain product and industry knowledge
CFP Certification would be a bonus
In-Depth knowledge of Mutual Funds and Financial Planning
Understands how to work and manage a small team
Is a self starter and motivated to be in this industry
Additional Details
We aim to work with 125 families, managing INR 500 Crores.
Our aim is to become a one stop Retirement Solution Provider for: salaried executives with 25+ years of experience, Corporate Lawyers, Senior Doctors and Athletes.
Our Services: Investment Management | Goal Based Financial Planning | NRI Advisory
We also assist with: Income Tax Efficiency | Real Estate Advisory | Will & Estate Planning
**Salary**: ₹25,000.00 - ₹40,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Flexible schedule
- Health insurance
Schedule:
- Day shift
Supplemental Pay:
- Performance bonus
- Yearly bonus
COVID-19 considerations:
Weekly Disinfecting,
Health Checks
Temperature Checks
**Experience**:
- total work: 2 years (required)
- Financial planning: 1 year (preferred)
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