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 in office 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