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