Verified Job
Accounting - Finance
Certified Financial Planner
Accounting - Finance
#409121
Remote / WFH
Job Description
Company Description
Financial Friend is a financial planning firm located in Jaipur, India. Our three-tier consultation process provides personalized, unbiased financial advice and services to every client based on their risk profile and goals. We strive to educate our clients and share our knowledge and experience to help them make informed financial decisions.
Role Description
This is a full-time on-site role for a Certified Financial Planner at Financial Friend. The CFP will be responsible for providing comprehensive financial planning and investment management services to clients. This will include assessing clients" financial situations, developing personalized financial plans, and managing investment portfolios. The CFP will also provide guidance on personal financial planning, retirement planning, and other financial matters.
Qualifications
Certification as a Certified Financial Planner (CFP)
Extensive knowledge of financial planning, personal financial planning. retirement planning, and investment management
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Experience using financial planning software and tools
Bachelor's or Master's degree in Finance, Accounting, Business or related field (or equivalent experience)
Fluency in multiple languages is a plus, but not required
Financial Friend is a financial planning firm located in Jaipur, India. Our three-tier consultation process provides personalized, unbiased financial advice and services to every client based on their risk profile and goals. We strive to educate our clients and share our knowledge and experience to help them make informed financial decisions.
Role Description
This is a full-time on-site role for a Certified Financial Planner at Financial Friend. The CFP will be responsible for providing comprehensive financial planning and investment management services to clients. This will include assessing clients" financial situations, developing personalized financial plans, and managing investment portfolios. The CFP will also provide guidance on personal financial planning, retirement planning, and other financial matters.
Qualifications
Certification as a Certified Financial Planner (CFP)
Extensive knowledge of financial planning, personal financial planning. retirement planning, and investment management
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Experience using financial planning software and tools
Bachelor's or Master's degree in Finance, Accounting, Business or related field (or equivalent experience)
Fluency in multiple languages is a plus, but not required
