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Position Details:
Position Senior Certified Financial Planner (CFP) @ Senior Certified Financial Planner (CFP)
Company Name Guardian Capital Investment Advisors Pvt. Ltd.
Location Hyderabad, India
Job Type Senior Certified Financial Planner (CFP)
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 : www.gcia.in

Company Profile : Guardian Capital Investment Advisors Pvt. Ltd. [GCIA] is a SEBI registered investment advisory firm. We aim to be the single point of contact for all financial services, including life and retirement planning, wealth management and asset allocation, long-term value investment advisory services, insurance advisory services, and so on. Our company has grown exponentially in a span of 1 year, with a client base of 100+ and an AUM of 100+ crores.

Job Location : Hyderabad

Job Profile & Responsibilities :

  • Client acquisition for Guardian Capital’s financial advisory services. 
  • Maintain historical records for GCIA and Clients—both, soft and hard copies. 
  • Prepare financial reports for clients.
  • Deliver projects/engagements on time, within budget and to client’s satisfaction.
  • Collaborate with other teams in the office and junior CFPs to make sure that work is conducted in a seamless, smooth and efficient manner.

Candidates Profile : 

  • Qualifications: must have CFP designation as per SEBI requirements.
  • Must have passed all modules of the CFP exams.
  • Must have at least 10 years of experience working in the finance industry. 
  • Skills: excellent written and oral English skills, excellent power point and excel skills, ability to multitask, ability to lead teams and coordinate with other teams.
  • Meticulously organized.

Salary : Highly competitive

 Interested candidates can mail their updated resumes at “Placement@fpa.edu.in with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 21/09/2017

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