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

📌 Certified Financial Planner (Jaipur)
🏢 Financial Friend
📍 Jaipur