Certified Financial Planner

6 days ago


Delhi Delhi, India Planyourworld Training Academy Private Limited Full time

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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