Financial Planner Job

Job Description

About the job: Are you a certified financial planner seeking a dynamic and challenging role? Look no further! RK & Co is looking for a talented individual who excels in financial planning, stock trading, portfolio management, MS Excel, and is internet savvy. Join our team and take your career to the next level! Key Responsibilities: 1. Develop comprehensive financial plans for clients based on their individual goals and risk tolerance 3. Monitor and adjust portfolios to ensure they are aligned with clients' financial objectives 4. Utilize MS-Excel to analyze financial data and create detailed reports for clients 5. Stay up-to-date on market trends and economic conditions to provide informed investment advice 6. Maintain strong client relationships through regular communication and financial reviews 7. Collaborate with other team members to ensure a seamless and efficient client experience If you are a motivated and skilled Certified Financial Planner, we want to hear from you! Apply now and take the next step in your career with RK & Co. Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 2,80,000 - 3,20,000 /year Experience: 1 year(s) Deadline: 2025-07-02 23:59:59 Other perks: Informal dress code, 5 days a week Skills required: MS-Excel, Stock Trading, Financial planning, Portfolio Management and Internet About Company: RK & Co. is a tax consulting firm dealing with HNI tax filings. We aim to expand in the area of wealth management with a vision to create awareness about equity and mutual fund investments.