This position would allow the candidate to learn true financial planning/ advisory in a RIA firm. Training & mentoring assistance provided would be invaluable for the future career progression of the candidate. 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.
As per the regulations, a candidate who satisfies all conditions needed to function as an advisor only can provide advice and talk to clients. We are recruiting Para planners/ Trainee Financial Advisors who will learn the ropes of Financial Planning and provide assistance to other planners in delivery of services and advice to clients.
The candidate is expected to have sound knowledge on financial planning & allied finance areas, which we will build on.
We are looking for candidates with excellent oral and written communication skills in English. Knowledge of Hindi, Marathi and other regional languages is a plus.