Vete Associates Tax & Investments Consultants Pvt Ltd

Thane 23 Oct 2020

Job Title

Certified Financial Planner

Job City


Company Profile

We are ISO 9001: 2015 certified company and serving since 50 years for more than 5000 families. Steady excellence award winner in various fields of financial services. We are CERTIFIED FINANCIAL PLANNERCM practicing professional financial planning and wealth management to cover various aspects of personal finances which includes: – cash flow management, education planning, retirement planning, investment planning, contingency planning etc. We dedicate time with client and understand their unique financial goals and dreams.

Job Profile & Responsibilities

• Making client presentations as per requirements of business development team.
• Coordinate various promotional activities like newsletters.
• Understand client’s needs.
• Collect all data from client pertaining to financial planning.
• Discuss financial goals.
• Prepare financial plans accordingly.
• Present financial Plans to clients.
• Willing to travel for Client Meets.
• Collect data from client for drafting of wills.
• Co-ordination with lawyers regarding will/estate planning.

Prefered Qualifications or CWM

Desired Candidate Profile

More than 2 years of experience. Candidate from Thane / Mulund/ Kalwa / Dombivali lacation will given prior preference.

Additional Details

Computer Literacy MS- Office/ Advance Excel Skills Good Communication (Written & Verbal)

Salary Range

20,000 - 30,000

How to Apply