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Certified Financial Planner Gaining Ground Investment Services Pvt Ltd

1.0 - 5.0 years

0 Lacs

karnataka

On-site

As a Certified Financial Planner (CFP) with 1-2 years of experience looking to delve deeper into the world of Financial Planning, the opportunity at Gaining Ground is tailor-made for you! At Gaining Ground, you will not just have a job but a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand. Picture yourself guiding meaningful conversations that assist clients in aligning their finances with their life goals. **Responsibilities:** - Gain a deep understanding of financial planning practices, actively participate in meetings, take detailed notes, and ensure CRM maintenance. Integrate relevant information into the company's Management I...

Posted 2 days ago

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