Financial Planner

Job Title: Financial Planner (CFP Certified) – In-Office Role

Location: National Commerce House, 2nd Floor, Church Road, Siliguri – 734001
Company: Prabin Agarwal Empowering Investors

Job Type: Full-time | In-office

About Us:

At Prabin Agarwal Empowering Investors, we have been helping clients build wealth and achieve financial freedom for over 20 years. We are committed to delivering trust-driven, personalized financial guidance that empowers long-term success. Join us as we continue to shape the future of smart investing.

Job Summary:

We are looking for a Certified Financial Planner (CFP) to join our in-office team. The ideal candidate will be responsible for creating comprehensive financial plans for clients, guiding them toward long-term wealth creation and financial well-being.

Key Responsibilities:

• Develop, present, and manage customized financial plans for individual clients
• Conduct regular client reviews and update strategies as needed
• Provide guidance on investments and retirement strategies
• Stay updated on market trends, financial products, and regulatory changes
• Coordinate with internal teams to ensure timely execution of client requests
• Maintain high levels of customer satisfaction through consistent communication and support

Requirements:

• Certified Financial Planner (CFP) certification or a similar qualification is required
• Strong understanding of mutual funds, and retirement planning
• Excellent interpersonal, communication, and presentation skills
• Attention to detail, analytical mindset, and problem-solving ability
• Proficiency in financial planning tools/software and Microsoft Office Suite
• Ability to work full-time from the office

Experience:

• Minimum 1–3 years of relevant experience in financial planning
• (Fresh CFPs with strong communication skills may also apply)

Salary:

(Will be discussed based on experience and suitability)

How to Apply:
Please send your resume to hr@prabinagarwal.com with the subject line: Application for Financial Planner – CFP Certified

For queries, contact: 9733073333

Job Type: Full-time

Pay: ₹35,000.00 - ₹45,000.00 per month

Work Location: In person