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Certified Financial Planner

Jaipur Jaipur Rajasthan, Rajasthan, India
Competitive Salary
Closing date
Jun 23, 2024

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Job Role
Management Accountant
Contract Type
Full Time
Company Description

Financial Friend is a financial planning company located in Jaipur. We provide all-inclusive financial planning services through our three-tier consultation process of Analysis, Advice, and Execution. Our goal is to help clients systematically plan and execute their investments based on their risk profile and financial goals. We provide unbiased advice and customized services to every client.

Role Description

This is a full-time on-site role for a Certified Financial Planner at Financial Friend in Jaipur. The Certified Financial Planner will be responsible for providing personal financial planning services, including financial analysis, advice, and execution. The role will involve assisting clients with retirement planning, investment management, and creating customized financial plans based on individual needs.


  • Certified Financial Planner qualification
  • Strong knowledge and experience in financial planning and finance
  • Expertise in retirement planning
  • Excellent analytical and problem-solving skills
  • Ability to create personalized financial plans
  • Strong communication and interpersonal skills
  • Attention to detail and ability to work with complex financial data
  • Bachelor's degree in Finance, Accounting, or related field

Skills: certified financial planner , retirement planning, Analytical, Attention To Detail, Financial Planning, Communication, Interpersonal, Finance, Problem-solving

Experience: 0.00-2.00 Years

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