Associate Financial Planner

The Financial Planning Associate position is an exciting opportunity for individuals looking to start their career in the financial industry. As a Financial Planning Associate, you will be responsible for providing technical and client service support to Financial Planners and Advisors. Your main duties will include assisting in the preparation and follow-up of client meetings, gathering necessary data, conducting financial plan and scenario modeling, and developing presentations. In this role, you will have the opportunity to work closely with Senior Associate Financial Planners, gaining valuable insights and experience in the field. Additionally, upon completing NISM Level 1 & 2, you will be entrusted with more responsibilities and tasks related to financial planning. We are looking to fill 300 positions for this role, offering a stipend within the standard range. The ideal candidate should have proficiency in MS-Office and be available to work from Monday to Saturday, with working hours scheduled after college hours. Immediate joiners are preferred for this position. To qualify for this role, candidates should have a minimum educational qualification of passing 12th grade. Proficiency in languages such as Hindi, English, and Marathi will be an added advantage. If you are a motivated individual with a passion for financial planning and client service, this role could be the perfect opportunity for you to kickstart your career in the financial industry. Join us and be a part of a dynamic team that is dedicated to helping clients achieve their financial goals.,