Financial Planner

3 days ago


Bengaluru Karnataka, India FINPLIFI FINANCIAL PLANNERS AND CONSULTANTS Full time

Needs to be Certified Financial Planner (CFP) certified.

Skill Areas : Financial data gathering, Financial Data Analysis, Financial Planning, Mutual Fund Selection, Capital Markets, PMS, Stocks, Banking and Finance, Lead Management, MS Excel, Client Interaction.

**Job Types**: Full-time, Permanent

Pay: ₹25,000.00 - ₹30,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Internet reimbursement
- Work from home

Schedule:

- Monday to Friday

Supplemental Pay:

- Performance bonus

Ability to commute/relocate:

- Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (preferred)

Application Question(s):

- Have you worked in a Financial Planning/Investment Advisory firm?

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (required)

License/Certification:

- Certified Financial Planner Certification (CFP) (required)


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