Financial plannner and advisor

0 years

0 Lacs

Posted:3 weeks ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Legal Factory is your go-to solution for all tax and legal compliance needs, specializing in ITR filing, GST & Business registrations, legal documentation, and compliance services. Our mission is to simplify tax and legal processes for individuals, startups, and SMEs by making them easy, transparent, and affordable. We cover everything from income tax returns and business setup to drafting essential legal documents. Join us to experience hassle-free tax and legal solutions!

Role Description

This is a full-time on-site role located in Ajmer for a Financial Planner and Advisor. The Financial Planner and Advisor will be responsible for offering financial planning, providing investment advice, assisting with retirement planning, and offering comprehensive financial advisory services. The daily tasks will include meeting clients, assessing their financial situations, developing plans, and advising on financial decisions to help them achieve their financial goals.

Qualifications

  • Skills in Financial Planning and Finance
  • Experience in Retirement Planning and Investments
  • Skills in Financial Advisory
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Relevant professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are desirable

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