Certified Financial Planner

0.0 - 2.0 years

2.76 - 3.0 Lacs P.A.

Visakhapatnam

Posted:1 week ago| Platform: Naukri logo

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Skills Required

Financial PlanningCFPRetirement PlanningTax PlanningEnglishTeluguPortfolio ManagementInvestment PlanningFinancial Advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Responsibilities: * Attend client calls and explain the importance of financial planning. * Creating Financial Planning to onboarded cleints * Manage client portfolios. * Collaborate with clients on investment planning strategies Performance bonus

Investt
Not specified
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