• Senior Certified Financial Planner Jobs in Hyderabad,India

  • Ambition Learning Solutions
  • Save Job
  • 10 - 13 Years
  • Posted : 29 days ago

Job Description:

Position Details Position Senior Certified Financial Planner (CFP) Senior Certified Financial Planner (CFP) Company Name Guardian Capital Investment Advisors Pvt Ltd Location Hyderabad, India Job Type Senior Certified Financial Planner (CFP) 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 Website wwwgciain

Company Profile Guardian Capital Investment Advisors Pvt Ltd [GCIA] is a SEBI registered investment advisory firm We aim to be the single point of contact for all financial services, including life and retirement planning, wealth management and asset allocation, long-term value investment advisory services, insurance advisory services, and so on Our company has grown exponentially in a span of 1 year, with a client base of 100 and an AUM of 100 crores

Job Location Hyderabad

Job Profile & Responsibilities

Client acquisition for Guardian Capitals financial advisory services

Maintain historical records for GCIA and Clientsboth, soft and hard copies

Prepare financial reports for clients

Deliver projects/engagements on time, within budget and to clients satisfaction

Collaborate with other teams in the office and junior CFPs to make sure that work is conducted in a seamless, smooth and efficient manner

Candidates Profile

Qualifications must have CFP designation as per SEBI requirements

Must have passed all modules of the CFP exams

Must have at least 10 years of experience working in the finance industry

Skills excellent written and oral English skills, excellent power point and excel skills, ability to multitask, ability to lead teams and coordinate with other teams

Meticulously organized

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Cost Accounting/ ICWA
Salary : As per Industry Standards
Deadline : 15th Mar 2020

Key Skills:

Company Profile:

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