Financial Planner Financial Friend

  • company name Financial Friend
  • working location Office Location
  • job type Full Time

Experience: 1 - 1 years required

Pay:

Salary Information not included

Type: Full Time

Location: All India

Skills: Certified Financial Planner, finance, Financial planning, Personal Financial Planning, Retirement Planning, Analytical skills, Communication skills, ProblemSolving Skills, Interpersonal Abilities

About Financial Friend

Job Description

Job description Company Description Financial Friend, located in Jaipur, offers all-inclusive financial planning services thr 3. ough a three-tier consultation process of Analysis >> Advice >> Execution. Clients benefit from systematic investment planning based on their risk profile and financial goals, receiving unbiased advice and customized services. Role Description This is a full-time on-site role for a Certified Financial Planner at Financial Friend in Jaipur. The Certified Financial Planner will be responsible for financial planning, personal financial planning, retirement planning, and executing financial strategies based on client needs. Qualifications Certified Financial Planner, Finance, and Financial Planning skills Experience in Personal Financial Planning and Retirement Planning Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Attention to detail and accuracy Bachelor's degree in Finance, Economics, or related field Relevant certifications such as CFP designation Industry Financial Services Employment Type Full-time Job Type: Full-time Schedule: Morning shift Experience: total work: 1 year (Preferred) Work Location: In person,