Financial Planner

4 days ago

Siliguri, West Bengal, India PRABIN AGARWAL EMPOWERING INVESTORS Full time ₹ 42,00,000 - ₹ 54,00,000 per year

Job Title: Financial Planner (CFP Certified) – In-Office Role

Location: National Commerce House, 2nd Floor, Church Road, Siliguri – 734001

Company: Prabin Agarwal Empowering Investors

Job Type: Full-time | In-office

About Us:

At Prabin Agarwal Empowering Investors, we have been helping clients build wealth and achieve financial freedom for over 20 years. We are committed to delivering trust-driven, personalized financial guidance that empowers long-term success. Join us as we continue to shape the future of smart investing.

Job Summary:

We are looking for a Certified Financial Planner (CFP) to join our in-office team. The ideal candidate will be responsible for creating comprehensive financial plans for clients, guiding them toward long-term wealth creation and financial well-being.

Key Responsibilities:

  • Develop, present, and manage customized financial plans for individual clients
  • Conduct regular client reviews and update strategies as needed
  • Provide guidance on investments and retirement strategies
  • Stay updated on market trends, financial products, and regulatory changes
  • Coordinate with internal teams to ensure timely execution of client requests
  • Maintain high levels of customer satisfaction through consistent communication and support

Requirements:

  • Certified Financial Planner (CFP) certification or a similar qualification is required
  • Strong understanding of mutual funds, and retirement planning
  • Excellent interpersonal, communication, and presentation skills
  • Attention to detail, analytical mindset, and problem-solving ability
  • Proficiency in financial planning tools/software and Microsoft Office Suite
  • Ability to work full-time from the office

Experience:

  • Minimum 1–3 years of relevant experience in financial planning
  • (Fresh CFPs with strong communication skills may also apply)

Salary:

(Will be discussed based on experience and suitability)

How to Apply:

Please send your resume to with the subject line: Application for Financial Planner – CFP Certified

For queries, contact:

Job Type: Full-time

Pay: ₹35, ₹45,000.00 per month

Work Location: In person