Financial Planner

2 days ago

Chennai Tamil Nadu, India VeWinpro Tech soloutions Pvt Ltd Full time

Proven experience as financial planner or similar role; experience in sales or customer service is an asset Ability to analyze financial information and comply with regulations Proficiency in MS Office and CRM systems Attention to detail and strong math skills Strong ethics, with a customer-oriented attitude Outstanding communication skills, with the ability to foster long-term relationships Valid professional license (e.g. Series 7 & 66) BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus

**Job Types**: Full-time, Fresher, Part-time

Pay: ₹18,364.00 - ₹29,620.00 per month

Expected hours: 24 per week

**Benefits**:

- Provident Fund

Supplemental Pay:

- Yearly bonus

Work Location: In person

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