• Para Planners & Financial Planner Jobs in Mumbai,India - 24961565

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Job Description:

Position Details Position Para Planners & Financial Planner Wiseinvest Advisors Company Name Wiseinvest Advisors Location Mumbai - Andheri, India Job Type Para Planners & Financial Planner Job Description Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain Please refer to the job descriptions for your reference

Company Profile Wiseinvest Advisors, one of Indias leading Investment Advisory firms managing assets of around Rs 700 crores , require the following personnel for its Corporate Office at Andheri West


Para Planners Post graduates / graduates pursuing CFP

Financial Planner Post Graduates / Graduates holding valid CFP certification or having completed NISM Series X-A Investment Adviser (Level 1) and NISM Series X-B Investment Adviser (Level 2) with a minimum 2 years experience in client acquisition and financial planning processes

Job Profile & Responsibilities

Prepare financial plans with support from senior planner

Interact with clients for data gathering, planning and plan implementation

Research investment products

Mis report and inputs to Senior Management

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 06th May 2020

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