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Position Details:
Position Financial Planner @ Plan2Prosper Pvt Ltd
Company Name Plan2Prosper Pvt Ltd
Location Thane, India
Job Type Financial Planner
Job Description

Company Profile : Plan2Prosper is the private limited company (OPC) that my 100 client big 3 year old personal practice is being rebranded as. We do financial life planning, wealth management, insurance planning and succession planning for senior corporateexecutives and their families. Learning and growth opportunities will be limited only to candidates ability to take it.

Job Description : 

  • Meeting prospective clients and understanding their requirements
  • Preparing and presenting customised financial planning solutions 
  • Handholding to execute suggestions made
  • Ongoing engagement to ensure client stays on course to meet their goals
  • Conduct awareness seminars, workshops, corporate intervention programs to promote our services.

Cadidate Profile : 

  • AFP / CFP certificants
  • Good academic rigour
  • Fluency in English and Hindi
  • Willingness to take risks, work hard, go the extra mile and stay committed.

Salary : Remuneration will be industry standard + attractive profit sharing. 

Other details 

  • Place of work will be Thane.
  • We are an existing 3 member team
  • We work 5 day week + 1st / 3rd and 5th saturdays 
  • Work environment will be very conducive to learning, experimenting and growing.
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 09/01/2019

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