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Junior Financial Planner
Kreativstorm
posted 14hr ago
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Flexible timing
Key skills for the job
Job Description
-
- Pursuing or having a degree in Finance, Economics, Accounting, or a related field.
- Junior financial planners with a keen interest in financial planning and advisory services.
- Proficiency in financial analysis tools and software (e.g., Excel).
- Strong analytical and communication skills.
Your Role:
- Assist in developing financial plans for clients.
- Conduct financial analysis and prepare reports.
- Provide support in investment strategy and portfolio management.
- Collaborate with senior planners to ensure clientsfinancial objectives are met.
- Document and present financial plans and recommendations.
- Assist in developing financial plans for clients.
- Pursuing or having a degree in Finance, Economics, Accounting, or a related field.
Employment Type: Full Time, Permanent
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What Kreativstorm employees are saying about work life
based on 11 employees
Flexible timing
Monday to Friday
No travel
Kreativstorm Benefits
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