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Financial Planning Analyst/Advisory

Financial Planning Analyst/Advisory

Careernet

1 - 5 years

5 - 7 Lacs

noida new delhi gurugram

Posted:3 days ago| Platform:

Apply

Skills Required

planning and analysis financial reporting budget analysis financial planning and analysis variance analysis budget forecasting forecasting financial forecasting fpa cma financial planning budgeting financial budgeting cfa

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are hiring an Analyst-Financial Advisory

Role & responsibilities

The candidate will be responsible for working with a dedicated advisor/team of financial advisors and staff to help provide outstanding service to the clients.

Role & responsibilities:

Preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.).
Create the agenda and summary of meetings and provide necessary follow-up. Prepare and ensure new business
Assisting in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors

Preferred candidate profile :

Excellent communication skills & Financial Planning concepts.
Basic understanding of MS power point, MS Excel and MS Word Exposure to financial products like mutual funds, insurance, retirement service. Experience of interacting with advisors or U.S business partners will be preferred
The candidate should be flexible to work in US Shift
NO Pursuing Candidates

Perks and benefits

5 Days
Sat-Sun off
Both Side Cabs

To apply share your cv at

or call/WhatsApp Pragati on-9611595418

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