You will be joining CAGRwealth, a fee-only investment advisory practice located in Mumbai, serving clients across India. Specializing in comprehensive Financial Planning services such as Goal-based investing, Retirement Planning, Goal funding, and Goal Scenarios, we also provide direct equity portfolio advisory services. As a Financial Planner at CAGRwealth in Mumbai, your primary responsibility will be to deliver financial planning services. You will offer personalized advice on financial planning and retirement planning, leveraging your expertise in finance and Certified Financial Planner (CFP) principles. The ideal candidate for this full-time on-site role should possess 1-2 years of experience in creating and presenting financial plans to clients. We are seeking an individual who can take the lead in our Financial Planning division and eventually oversee a team. Please note: - We are specifically looking for candidates with practical experience in financial planning. If you do not have a background in creating financial plans, we encourage you not to apply, as this is not a paraplanner position. - This is a full-time, in-office position based in Wadala, Mumbai. Qualifications required for this role include: - Proficiency in Financial Planning, Personal Financial Planning, and Retirement Planning - Ability to conduct calculations related to goal planning - Experience in developing financial plans using software tools is advantageous - Certified Financial Planner (CFP) certification and expertise in Finance - Strong analytical skills and problem-solving abilities - Excellent communication and interpersonal skills - Bachelor's or Master's degree in Finance, Economics, Business, or a related field If you meet these qualifications and are passionate about financial planning, we encourage you to apply for this exciting opportunity at CAGRwealth.,
As a Financial Planner at CAGRwealth, your role will involve providing financial planning services to clients. This includes offering advice on personal financial planning, retirement planning, and utilizing your expertise in finance and Certified Financial Planner (CFP) principles. Key Responsibilities: - Creating and delivering financial plans to clients - Leading the Financial Planning vertical - Eventually managing a team of financial planners Qualifications Required: - Proficiency in Financial Planning, Personal Financial Planning, and Retirement Planning - Ability to run calculations related to goal planning - Experience in creating financial plans using software is advantageous - Certified Financial Planner (CFP) certification and strong finance expertise - Strong analytical and problem-solving skills - Excellent communication and interpersonal abilities - Bachelor's or Master's degree in Finance, Economics, Business, or a related field Please note that hands-on experience in financial planning is essential for this role. If you do not have experience in creating financial plans, kindly refrain from applying as this is not a paraplanner role. This is a full-time in-office position located in Wadala, Mumbai.,