Certified Financial Planner

Company Description

PrimeWealth is an independent Financial Planning Firm headquartered in Pune. We specialize in providing financial planning and asset management services to Non Resident clients. PrimeWealth offers a fresh perspective on financial markets with forward-looking solutions to ensure clients can achieve their goals. Acting in a fiduciary capacity, we always prioritize our clients' interests and maintain a fully transparent fee structure. We work collaboratively with our clients to simplify and enhance the quality of their lives.

Role Description

This is a full-time remote role for a Certified Financial Planner. The role involves providing comprehensive financial planning services to clients, including personal financial planning, retirement planning, and asset management. The Certified Financial Planner will work closely with clients to understand their financial goals, develop tailored financial strategies, monitor their financial health, and offer ongoing advice to help them achieve their objectives. Additionally, the role requires staying updated on financial market trends and regulatory changes to provide informed recommendations.

Qualifications

• Possess skills in Financial Planning and Personal Financial Planning
• Certified Financial Planner designation
• Proficiency in Finance and Retirement Planning
• Excellent analytical and problem-solving abilities
• Strong interpersonal and communication skills
• Ability to work independently and remotely
• Relevant experience in financial planning and asset management
• Bachelor's degree in Finance, Accounting, or related field