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Financial planner (CFP pursuing)

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Posted:5 days ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking a highly skilled and motivated Certified Financial Planner (CFP) to join our team. The ideal candidate will be responsible for providing comprehensive financial planning services to clients, assisting them in achieving their financial goals through detailed analysis, strategic advice, and ongoing support. As a trusted financial advisor, the CFP will manage client relationships, create personalized financial strategies, and work closely with clients to optimize their investment, tax, retirement, and estate planning. Job Types: Full-time, Fresher Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Health insurance Schedule: Day shift Work Location: In person

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