Company Description

Opulence Wealth is a financial planning and wealth management company located in Noida. Founded by senior advisors of Fortune 500 MNCâs, Team Opulence has over 45 years of combined experience in the industry. The company focuses on trust, integrity, and responsibility to provide customized financial solutions to clients, aiming to create and nurture wealth.

Role Description

This is a full-time on-site role for a Certified Financial Planner at Opulence Wealth in Noida. The Certified Financial Planner will be responsible for financial planning, retirement planning, and providing personalized financial advice to clients.

Qualifications

• Financial Planning, Personal Financial Planning, and Certified Financial Planner skills
• Experience in finance and retirement planning
• Strong analytical and mathematical skills
• Excellent communication and interpersonal skills
• Attention to detail and ability to work with confidential information
• Bachelor's or Master's degree in Finance, Economics, or related field

Skills: Financial Planning, personal financial planning , Analytical, Attention To Detail, certified financial planner , Mathematical, Finance, Communication, retirement planning, Interpersonal

Experience: 0.00-2.00 Years