Getting You Rich
Goregaon West, Mumbai (Can work remotely at the moment)
9 Dec 2020
www.gettingyourich.com/
Job Title
Para Planner
Job City
Goregaon West, Mumbai (Can work remotely at the moment)
Company Profile
We are a fee-only financial planning firm based in Mumbai and work with Indian families in India, Gulf region, Singapore & the US, since 2012. We are liked, followed, read or visited by over 7,000 friends. We have written over 600+ articles on our blog.
Job Profile & Responsibilities
Work closely with the Financial Planner, support the back end workings, implement the plan, prepare planning presentations, assist in reviews, prepare minutes of meeting, assist in research, manage compliance & follow up with clients.
Prefered Qualifications
CFP with 1 to 2 years of experience in Financial Planning / Wealth Management / Mutual Funds / Banks / Insurance.
Desired Candidate Profile
Experience in Investment Advisory / Wealth Management. Basic communication skills (verbal & written) are necessary.
Additional Details
Please email your resume.
Please visit our website to know more about us.
Salary Range
As per market standards.
How to Apply
sagar@gettingyourich