Certified Financial Planner (CFP)

1. Position Vacant: Certified Financial Planner (CFP)

2. Mode: Remote

3. Company Profile:

Arabella Consultants Pvt. Ltd. (ACPL) is promoted by Finance, Assurance & Accounting Professionals to provide outsourced services to Corporates and Assurance & Accounting firms in the USA, UK, Canada, Australia and Other countries for their Accounting, Assurance, Payroll, and Taxation Compliance requirements on regular basis.

​The Company has a team of qualified professionals comprising CAs, CPAs, MBAs, B. Tech (Computer Science), and Commerce Graduates to cater to the outsourced requirements of its various clients. ​Currently, ACPL is engaged in providing qualified professionals with expertise in Assurance & Audit, Taxation, Accounting & Bookkeeping and Payroll functions for the backend support to CPA and CA firms in the US, Canada, UK, Ireland, and Australia. ​

For more information please visit: http://arabellaconsultants.com/

4. Job Description:

Position Overview:

We are seeking a highly skilled and motivated Certified Financial Planner (CFP – International) based in India to join our remote team. The successful candidate will deliver comprehensive financial planning by entering financial documents into planning software, building a financial plan, and delivering it to our American advisors to communicate to the client, while ensuring adherence to high compliance standards and providing personalized advice.

Key Responsibilities:

• Provide tailored financial planning to American clients in areas such as retirement planning, investment management, tax efficiency, risk protection, and estate planning
• Develop financial plans
• Collaborate with Pure Capital Advisors to ensure the delivery of integrated solutions
• Maintain up-to-date knowledge of American financial regulations and market trends (training/support will be provided if required)
• Ensure compliance with regulatory standards and firm policies
• Assist with client onboarding, application processes, and ongoing financial planning management

5. Qualification & Experience:

• 3 CFP (Certified Financial Planner) International qualification
• Minimum 2 years of experience in financial advisory or planning roles
• Strong analytical, research, and interpersonal skills
• Proficient in financial planning software. (Money Guide Pro, eMoney, Orion, Right Capital, Holist plan, etc.) 
• Proficient in English (verbal and written)
• Excellent attention to detail and ability to work independently in a remote setting
• Willingness to learn American financial products, regulations, and market practices.

6.Compensation:

   Compensation is in the range of INR 15–20 lakhs Per Annum, with no bar for exceptional candidates.

7. Benefits:

• Employer support for ongoing professional development and American market training
• Flexible, fully remote working arrangement from anywhere in India
• Opportunity to work with a diverse international team and support clients in America

8.To Apply:

Please submit your resume and a brief statement highlighting your experience.