Job Description
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 –
[Confidential Information]; 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/
