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Financial Planner

0 years

0 Lacs

Chennai

Posted:1 week ago| Platform:

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Skills Required

service analyze regulations crm ethics communication accounting finance certification

Work Mode

On-site

Job Type

Full Time

Job Description

Proven experience as financial planner or similar role; experience in sales or customer service is an asset Ability to analyze financial information and comply with regulations Proficiency in MS Office and CRM systems Attention to detail and strong math skills Strong ethics, with a customer-oriented attitude Outstanding communication skills, with the ability to foster long-term relationships Valid professional license (e.g. Series 7 & 66) BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus Job Types: Full-time, Fresher, Part-time Pay: ₹18,364.00 - ₹29,620.00 per month Expected hours: 24 per week Benefits: Provident Fund Supplemental Pay: Yearly bonus Work Location: In person

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