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Position Details:
Position Certified Financial Planner ( Sr. Executive ) @ Vete Associates Tax & Investments Consultant Pvt Ltd
Company Name Vete Associates Tax & Investments Consultant Pvt Ltd
Location Thane (West), India
Job Type Certified Financial Planner ( Sr. Executive )
Job Description

Company Profile : We are ISO 9001: 2015 certified company and serving since 50 years for more than 2500 families. Steady excellence award winner in various fields of financial services. We are CERTIFIED FINANCIAL PLANNERCM practicing professional financial planning and wealth management to cover various aspects of personal finances.

Company Website : www.veteassociates.com

Job Description : 

  • Making client presentations as per requirements of business development team.
  • Coordinate various promotional activities like newsletters.
  • Understand requirements from clients.
  • Collect all data from client pertaining to financial planning.
  • Discuss financial goals.
  • Prepare financial plans accordingly.
  • Present financial Plans to clients.
  • Willing to travel for Client Meets.

Cadidate Profile :

  • Passed CFP Certification Program or other professional qualifications.
  • Good Oral and Written English Communication Skills
  • Passionate about Personal Finance Profession.Prepare financial plans accordingly.
  • Present financial Plans to clients.

Salary : On par with Industry standards and depending on candidate experience, skills and profile.

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 09/03/2019

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