
Financial Planner
2 weeks ago
**Role Description**
This is a full-time on-site role for a Certified Financial Planner at WinTrans in Bengaluru. The Certified Financial Planner will be responsible for financial planning, personal financial planning, finance, retirement planning, and utilizing their certification to provide expert financial advice and services.
**Qualifications**
- Financial Planning, Finance, and Retirement Planning skills
- Personal Financial Planning and Certified Financial Planner credentials
- Knowledge and experience in financial analysis and investment strategies
- Strong communication and interpersonal skills
- Attention to detail and analytical thinking
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Certification in NISM or FPSB mandatory with 1-2 years work experience.
Pay: ₹25,000.00 - ₹35,000.00 per month
Schedule:
- Day shift
Application Question(s):
- Do you have NISM, FPSB certification?
**Experience**:
- total work: 1 year (required)
Work Location: In person
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