Certified Financial Planner
6 days ago
Role for a Certified Financial Planner at Planyourworld in New Delhi. The role involves financial planning, personal financial planning, retirement planning, and managing finances, Research, Sessions, Training, Developing Modules, CFP Modules, Practical Content Development. Day-to-day tasks will include working with clients to understand their financial goals and objectives, developing personalized financial plans, and monitoring and adjusting plans as needed to ensure clients stay on track to meet their goals.
**Qualifications**:
Certified Financial Planner (CFP) certification
Experience in financial planning, personal financial planning, retirement planning, and finance
Knowledge of investment strategies and product offerings
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills to work with clients to understand their needs and develop personalized financial plans
Bachelor's degree or higher in Finance or a related field
Experience with financial planning software and technology
Experience Required : Minimum 2 years
Pay: ₹600,000.00 - ₹1,000,000.00 per year
Schedule:
- Day shift
**Experience**:
- total work: 2 years (preferred)
Work Location: In person
**Speak with the employer**
+91 9599812236
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