- Proven experience as financial planner or similar role; experience in sales or customer service is an asset Ability to analyze financial information and comply with regulations Proficiency in MS Office and CRM systems Attention to detail and strong math skills Strong ethics, with a customer-oriented attitude Outstanding communication skills, with the ability to foster long-term relationships Valid professional license (e.g. Series 7 & 66) BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus
Job Types: Full-time, Fresher, Part-time
Pay: ₹18,364.00 - ₹29,620.00 per month
Expected hours: 24 per week
Benefits:
- Provident Fund
Supplemental Pay:
- Yearly bonus
Work Location: In person
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