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
Relationship Management with Clients
MIS Reporting & Data Management
Managing Asset Allocation
Product Research & Building Tools
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.
Training & Mentoring will be provided to new employees. Health & life insurance after confirmation.
Job Type: Full-time
Salary: ₹150,000.00 – ₹240,000.00 per year
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