Financial Planner (CFP Pursuing) Work Panda Cooperation LLP

  • company name Work Panda Cooperation LLP
  • working location Office Location
  • job type Full Time

Experience: 0 - 0 years required

Pay:

Salary Information not included

Type: Full Time

Location: Kolkata

Skills: Certified Financial Planner, CFP, Financial planning, Investment Management, Tax planning, Retirement Planning, Estate Planning

About Work Panda Cooperation LLP

Job Description

We are seeking a highly skilled and motivated Certified Financial Planner (CFP) to join our team. The ideal candidate will be responsible for providing comprehensive financial planning services to clients, assisting them in achieving their financial goals through detailed analysis, strategic advice, and ongoing support. As a trusted financial advisor, the CFP will manage client relationships, create personalized financial strategies, and work closely with clients to optimize their investment, tax, retirement, and estate planning. Job Types: Full-time, Fresher Benefits: Health insurance Schedule: Day shift Work Location: In person,