Trainee Financial Planner

Job Opening

Trainee Financial Planner

Company

Ladder7 Wealth Planners Pvt. Ltd. is a Mumbai, India-based

Professional Financial Planning & wealth advisory firm,serving families

& individuals across India& overseas. Ladder7 has been founded by

Suresh Sadagopan – a pioneer & a leader in theFinancial advisory

space.

Description

This position would allow the candidate to learn true financial planning/advisory in an RIAfirm.

Training& mentoring assistance provided would be invaluable for the evolution of the candidate into a top-notch advisor.

The candidate would over time get hands-on experience in doing financial plans & offering advisories.

This is a true advisory position & there is no sales involved.

Position

Trainee Financial Planner

Qualifications

A Post graduate/ Graduate in commerce likeBCom or BAF,BFM, BMS or other such courses. NISM XA/XBor CFPcertification Fresher/ Experienced in Finance orother allied areas Excellentoral and written communication skills in English Knowledge of Hindi,Marathi andotherregional languages isa plus. Candidates who are from Central& Harbour lines would be preferred. Outstation candidates are welcome to apply if they are willing to relocate to Navi Mumbai.

Experience

Additional Information

Candidates will need to face an interview and a test as part of

the selection process.

Firstly, send your CV to our email ID –

[email protected]; For further communication,

contact - Pankaj Haryan or Prateek Patani at 88503 12547/

99201 32979

No. of Vacancies

2

Remuneration

Will be as per the merits of the case.

Location

CBD Belapur, Navi Mumbai

Website

https://www.ladder7.co.in/