Trainee Financial Planner / Financial Planner

Navi Mumbai
Company Name: Ladder7 Financial Advisories
Company Website:
Company Profile: Ladder7 Financial Advisories is fee-only SEBI Registered RIA. We started off in financial planning and advisory in 2004 and is one of the most respected names in the financial advisory business.
Job Title: Trainee Financial Planner / Financial Planner (3 Nos.)
Job Profile & Responsibilities:
  • This position would allow the candidate to learn true financial planning/ advisory in a RIA firm. Training & mentoring assistance provided would be invaluable for the future career progression of the candidate. The candidate would over-time get hands-on experience in doing financial plans & offering advisories.
  • This is a true advisory position & there is no sales involved.
  • Financial Planner candidates would be eased into the advisory role immediately. Financial Planning Trainees will be under training for 3-6 months after which they will slowly be eased into financial advisory roles.
  • The candidate is expected to have sound knowledge on financial planning & allied finance areas, which we will build on.
  • We are looking for candidates with excellent oral and written communication skills in English.
  • Knowledge of Hindi, Marathi and other regional languages is a plus.
    Desired Candidate Profile:
  • We need candidates who can comply with RIA regulation.
  • Ideal candidate would be a Post graduates/ Professional Qualifications with 2 years experience ( any financial experience will do – like a MF dist., Insurance Agent, accounting etc. for compliance purposes ) and CFP certification / NISM 10A/10B.
  • CFP certification should be through regular pathway only & NISM 10A/10B as per the new Amendment.
  • Candidates less than 30 years of age are preferred.
  • Candidates who are from Central & Harbour lines would be preferred. Outstation candidates are welcome to apply if they are willing to relocate to Navi Mumbai.
  • Freshers are Welcome.
    Salary Range: Will be as per the merits of the case.
    Additional Details: Candidates will need to go through a test and interview as part of the selection process.
    Hiring Manager Details:

    Prateek Patani

    [email protected] & [email protected]

    99201 32979