Certified Financial Planner

Role & responsibilities

This is a full-time on-site role as a Certified Financial Planner at Growmore Financial Services in Mumbai. The Certified Financial Planner will be responsible for providing financial advice, creating financial plans, & helping clients with investments, taxes, & insurance.

Preferred candidate profile

• Certified Financial Planner
• Strong knowledge of financial planning principles, investment, strategies, & risk management
• Excellent Communication interpersonal skills
• Attention to detail & analytical thinking
• Experience in analysis & using financial planning software