Job Title

Associate Financial Planner, Financial Planner

Job City

Gurugram

Company Profile

Advantage Financial Planners LLP is registered with Government of India with the Ministry of Company Affairs as a partnership firm. The firm is registered with SEBI (The Securities and Exchange Board of India) as “Registered Investment Advisors (RIA) under the SEBI (Investment Advisers) Regulations, 2013. Registration with SEBI as “Registered Investment Advisors (RIA) brings more formal approach, risk profiling, disclosures and transparency. While firm is a fee based investment advisor, this brings you the opportunity to get unbiased, researched, trustworthy, transparent and professional advice. The firm is managed by the founder and its Partner, Taresh Bhatia. The firm provides financial planning advisory services from its office in Gurgaon, India. The firm specializes in investment planning, retirement planning, tax planning, personal financial planning and wealth management

Job Profile & Responsibilities

Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details, Product understanding.Coordinating with para planners on scenario analysis and case studies specific to client needs.Coordinating with all the providers of financial products for availability of product, compare analyze and finalizing of products.Contacting clients and setting up meeting, accompanying Advisory team for meeting and review. Review of financial plan with the Advisory team.Risk Profiling of Existing & New Clients.

Prefered Qualifications

CFP, Postgraduate prefered. NISM A & B Cleared Preferred.

Desired Candidate Profile

Graduate from a premier college ; Must have cleared all the modules of CFP; Demonstrable interest in personal finance, desire to build out a long-term career in the domain ; Good verbal and written communication skills ; High levels of energy and discipline ; Basic working knowledge of financial instruments will be an advantage.

Additional Details

“Our Team Members are the heart and soul of our business.Our team’s guiding principles are integrity, respect, teamwork, achievement and innovation. Our guiding principles are the keys to our culture and to achieving our vision.We value our Team Members’ contributions, recognise and reward their efforts and provide a fun, satisfying and safe workplace.By living our values we will continue to “”build the best”” and earn the right to serve our clients tomorrow and into the future. Candidates are requested to go thru the following steps to proceed for their interviews and slection process; Step 1 go thru job profile given in pdf; if you have the relevant qualifications then only send your resume to vacancy@advantagefp.in

Step 2 Visit the website(s), understand what we do, make notes, understand your job profile; have your questions ready; visit our social media also to know us better

1) Business
https://advantagefp.in
2) Blog

Home

http://www.linkedin.com/in/taresshbhatia
https://www.instagram.com/taresshbhatia/
https://www.facebook.com/TaresshBhatia
https://www.youtube.com/c/TaresshBhatia
http://bit.ly/Taresh-video-subscribe
Amazon
http://bit.ly/TheRichnessPrinciples-Book
Amazon Kindle
https://bit.ly/Kindle-TRP
Physical Order Direct
http://bit.ly/Taressh-Book
Watch these video
1. https://youtu.be/6POEcYnd7Do
2. https://youtu.be/yTAYG0kfWjc
3. https://youtu.be/JKJUuqh6WQ0
4. https://youtu.be/_KLkr4IkRD8
5. https://youtu.be/SpKAXRmbB24

Step 3: fix phone interview here
https://calendly.com/taressh/interview

Step4:  fix online video interview here
https://calendly.com/taressh/zoom-interview
“

Salary Range

Stipend for the probation period; Best salary after completetion of Probation period

How to Apply

vacancy@advantagefp.in