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Position Details:
Position Trainee Financial Planner @ Ladder7 Financial Advisories
Company Name Ladder7 Financial Advisories
Location Nerul, Navi Mumbai, India
Job Type Trainee 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 Website :

Company Profile : Ladder7 Financial Advisories is a leading financial planning and advisory firm since 2004 and is one of the most respected names in the business. We are registered as RIA with SEBI.

Job Location : Nerul, Navi Mumbai

Job Profile & Responsibilities : 

• This is a position which allows the candidate to learn about financial planning in a planning firm.  Training & mentoring assistance

will be offered. The candidate would get hands on experience in doing financial plans in this period.

• The candidate is expected to have sound knowledge on financial planning & allied finance areas, which we will build on.

• We are looking for candidates with excellent oral and written communication skills in English.

• Knowledge of Hindi, Marathi and other regional languages is a plus.

Candidates Profile : 

• We need candidates who can comply with RIA regulation.

• The ideal candidate would be graduates with 5 years experience ( any financial experience will do – like an MF dist., Insurance Agent, accounting etc. for compliance purposes ) and CFP certification or Post graduates ( in specified finance areas as per regulation ) with CFP certification.

• CFP certification should be through regular pathway only.

• Candidates less than 30 years of age are preferred.

• Candidates who are from Central & Harbour lines would be preferred.

Salary : Will be as per the merits of the case.

 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 11/09/2017

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