Manek Financial Advisors Pvt. Ltd.

Mumbai 25 Jul 2022

Job Title

Associate Financial Planner

Job City


Company Profile

Kindly refer the website

Job Profile & Responsibilities

  • Analyze and assess the clients overall financial situation ,understand their requirements and develop a comprehensive financial plan.
  • Provide financial guidance to the client & make recommendations on how to best optimize their money in planned manner to achieve their short term & long term goals.
  • Initiate clients meetings, plan presentations and continues interaction with the client in relation to the financial planning process.
  • Managing client communications pre and post planning phase & suggesting innovation in planning and work process.
  • Monitoring efficiency of the team, highlight deviations and specific constraints for not achieving targets.
  • Being able to keep up and learn things quickly in the fast paced environment and efficiently managing regular changing of priorities.
  • Accuracy, attention to detail and ability to explain complex information clearly and simply.

Prefered Qualifications

Candidate must be Graduate/Post Graduate in any stream with a penchant for knowledge and CFP Certified.

Desired Candidate Profile

  • Candidate must comply with RIA Regulations.
  • Has sound financial product knowledge and basic concepts about financial planning and allied financial areas.
  • The candidate needs to be proficient in Excel ,computer /Internet.
  • Candidate must have Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, documentation Skills, Resolving Conflict, Analyzing Information and Multi-tasking.
  • He/she should be able to competently & independently perform all the functions.
  • We are looking for the candidates with excellent oral and written communication skill in English.

Additional Details


Salary Range

As per the industry standards.

How to Apply