Associate Financial Planner
- Type:
- Full Time
- Location:
- India
- Description:
- Company : Investography Pvt Ltd.
The responsibilities for the enlisted role will include but not limited to the following:
- Creating, reviewing and presenting comprehensive financial plans.
- Conducting financial awareness seminars and webinars.
- Actively participating in marketing-related activities.
- Meeting pre-set targets.
- Handling client queries and doubts.
- Generating leads for plans and other departments.
- Coordinating with the execution team on investment.
- Research and Development related activities.
Requirements for the role:- CFP or CWM certified with minimum 3 years of industry experience.
- Proficient in MS Word and MS Excel.
- Comfortable working from home and from the office.
- Updated with the latest development in the Financial Planning universe.
- Keen on learning and adapting to the environment.
- Good interpersonal skills.
Salary: As per industry standards. About the company: Investography was born with a simple objective - to have conversations about money. Conversations help us articulate what it is that we really want from our money. More often than not, the only thing people talk about is where they should be investing and invest as friends and colleagues do. And that’s not the best recipe if you ask us. Founded by Shweta Jain and Nithin Sasikumar who have complimentary skills and are friends first and colleagues next, they are building a team that not only has expertise but more importantly prides itself on empathy. Together, they have a shared passion for building an organization that is known for its creativity in designing solutions for financial wellness and education in the country. This is a team is committed to not just excellence but to do good and will work relentlessly to ensure everyone knows the “how” to manage money. With our HQ in Bengaluru, we also have a presence in Mumbai, headed by Abhishek Kumar and other parts of the country. But frankly, we don’t let these locations define our boundaries and we think the whole of the country (and even the world) is our oyster. - Hiring Manager Details: