Financial Friend
Website:
financialfriend.in
Job details:
Company Description
Financial Friend, located in Jaipur, offers all-inclusive financial planning services through a three-tier consultation process of Analysis >> Advice >> Execution. Clients benefit from systematic investment planning based on their risk profile and financial goals, receiving unbiased advice and customized services.
Role Description
This is a full-time on-site role for a Certified Financial Planner at Financial Friend in Jaipur. The Certified Financial Planner will be responsible for financial planning, personal financial planning, retirement planning, and executing financial strategies based on client needs.
Qualifications
- Certified Financial Planner, Finance, and Financial Planning skills
- Experience in Personal Financial Planning and Retirement Planning
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Attention to detail and accuracy
- Bachelor's degree in Finance, Economics, or related field
- Relevant certifications such as CFP designation
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