Ark Primary Advisors
Job Summary
Ark is among top Financial Planning firms in India & only established financial planning firm in Rajasthan. You can check our blog to understand what we do https://www.tflguide.com/
We are hiring Financial Planners & Investment Advisors (No Sales or Client Acquisition).Responsibilities and Duties
This is a pure financial planner profile, where you can learn & gather experience in all areas of financial planning. It will include but not limited to:Financial Plan Construction & Presentation
Handling Queries
Relationship Management with Clients
Investment Advice
MIS Reporting & Data Management
Managing Asset Allocation
Product Research & Building ToolsKey Skills
Basic Knowledge of Financial Products, Knowledge of Microsoft Excel, Good Communication Skills (Oral & Written), Passion about Financial Planning.
Required Experience and Qualifications
CFP (Certified Financial Planners) or candidates who cleared NISM Investment Advisor Exam or NISM Mutual Fund Exam will be preferred.
Freshers in the Financial Planning field can also be considered but they should have some education or experience in finance. They will be groomed to become a complete financial planner.
Benefits
Training & Mentoring will be provided to new employees. Health & life insurance after confirmation.Job Type: Full-timeSalary: INR150,000.00 – INR240,000.00 per yearBenefits:
Health insurance
Life insurance
Paid sick time
Paid time off
Schedule:
Day shift
Supplemental Pay:
Performance bonus
Work Remotely:
No
Job Detail
Job Id
JD2223667
Industry
Not mentioned
Total Positions
1
Job Type:
Full Time
Salary:
Not mentioned
Employment Status
Permanent
Job Location
Jaipur, Rajasthan, India
Education
Not mentioned
Experience
Year