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Position Details:
Position Financial Planner @ Proficient Financial Planners
Company Name Proficient Financial Planners
Location MUMBAI, India
Job Type Financial Planner
Job Description
Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Name : Proficient Financial Planners

Designation : Financial Planner

Candidiates Profile : 
  • Graduate
  • Requirement of a CFP candidate, office in Thane.
  • He can be a fresher but needs to have good computer knowledge especially in Excel and word.
  • Prior experience is welcome.
Job Profile : 
1. Preparation of Financial plans
2. On-boarding clients who enrol for financial planning services
3. Research support on topics related to personal finance
4. May have to visit clients to collect their data and plan presentation if required. 
  • The candidate is not expected to do any sales calls. 
  • Candidate in the central line are preferred especially those staying close to Thane.

Salary : As per industry Standards

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.


Posted Date 01/07/2017

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