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Certified Financial Planner

Certified Financial Planner

Learnlux

3 - 8 years

5 - 10 Lacs

Kolkata Mumbai New Delhi Hyderabad Pune Chennai Bengaluru

Posted:1 week ago| Platform:

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Skills Required

financial analysis forecasting investment investment planning variance analysis accounting cfp equity budgeting retirement planning certified financial planner financial planning cash flow mutual funds wealth management finance cfa

Work Mode

Work from Office

Job Type

Full Time

Job Description

LearnLux is looking for a Certified Financial Planner or equivilent located in India to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in India to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.This role is 100% remote within India and reports to our Global Director of Financial Planning.

Key Responsibilities

Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
Advise on and adapt the LearnLux methodology to financial planning topics relevant in India
Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
Become an expert on our clients benefit plans so you can act as an extension of their team during open enrollment
Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events

You Should Have

CFP (via FPSB India), CFA, NISM certifications for advisors, IRDA for insurance
Fluent English - written and spoken
Passion for educating individuals to take control and invest in their financial future
Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more

Nice to haves

Startup and/or Fintech experience
Experience creating presentations and presenting to large audiences

More Jobs at Learnlux

Certified Financial Planner

Kolkata, Mumbai, New Delhi, Hyderabad, Pune, Chennai, Bengaluru

3.0 - 8.0 yrs

INR 5 - 10 Lacs

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Certified Financial Planner