Financial Planner Riveredge Analytics Pvt. Ltd.

About Riveredge Analytics Pvt. Ltd.

Job Description

Company Description Riveredge Analytics Pvt. Ltd., founded in 2013, is dedicated to transforming how businesses manage their financial operations. Led by experienced professionals with over 20 years of experience in the United States, RiverEdge Analytics offers comprehensive solutions for finance management, accounting, and data analytics. Committed to excellence, the company uses cutting-edge technology and advanced data analysis techniques to help clients achieve their business goals. Our team ensures data security and reliability, tailoring solutions to meet each client's unique needs, and providing the highest level of customer satisfaction. Role Description This is a full-time on-site role based in Ahmedabad for a Financial Planner. The Financial Planner will be responsible for developing comprehensive financial plans for clients, providing personal financial planning, and offering professional advice on retirement planning. The role involves in-depth analysis of clients" financial situations, monitoring progress, and making adjustments as needed to meet clients" financial goals. Qualifications Experience in Financial Planning and Personal Financial Planning Certified Financial Planner (CFP) designation is preferred Expertise in Finance and Retirement Planning Experience working with Trintech or Anaplan Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and collaboratively in a team environment Bachelor's degree in Finance, Accounting, or a related field Experience in the financial services industry is a plus ,