Job Title

Associate Financial Planner

Job City

Chandigarh

Company Profile

Good Moneying is a Fee-Only Personal Financial planning firm, which caters to clients across the globe. We have a range of clients from salaried, NRIs, Professionals, Business Persons to Retired. It is founded by Mr.Manikaran Singal, who is a CFP, CTEP and SEBI registered Investment adviser. He is having 17+ years of work experience. We generally work on the online model and serve clients Remotely/Virtually. We are one of the most respected Personal finance Blogs in the Industry. Core business activities include Blogging, Financial Planning and Investment advisory services, and doing Financial Literacy seminars.

Job Profile & Responsibilities

• Writing and Reviewing Financial Plans under the guidance of the Chief Financial planner.
• Helping clients in Financial Plan Implementation and investing in Products like Mutual funds, Insurance, Bonds, etc. as advised in the financial plan.
• Managing Investments and advisory Platforms/Softwares; Supporting clients as their Relationship Manager.
• Communicating with clients, software support teams, and others Concerned on email or Phone.
• Note, there is no Sales target, However, on every sale, some Variable will be paid to the candidate. (Our Product is a Financial plan)

Prefered Qualifications

• Should be a Management/Finance Post Graduate with a good understanding of the Financial Planning
• Concepts; Professionally certification like CFP, QPFP, CWM, or NISM XA+XB would be preferred (Should be open to enrol and pass these certifications in coming few years time); Good Communication skills in English and Hindi is must; Should be proficient in Computers and Internet.

Desired Candidate Profile

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Additional Details

Though We serve clients Remotely, still candidates should be open to visiting Local clients (If Required); We are not Offering Work From Home Option. We believe that there is no shortcut to success, so a candidate who understands this and wants to have a long-term career in Financial planning and work with ethics and integrity should only apply. This Profession involves lots of reading and learning, so the candidate should be eager to learn. We May support the deserving candidate in his Further certification expenses too.

Salary Range

As Per Industry Standards

How to Apply

Interested candidates should email their CV to info@goodmoneying.com