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Trainee Financial Planner at Ladder7 Financial Advisories

Company Name Ladder7 Financial Advisories
Location CBD Belapur, Navi Mumbai, India
Job Type Trainee Financial Planner
Job Description

Company Website : www.ladder7.co.in

Company Profile : Ladder7 Financial Advisories is fee-only SEBI Registered RIA. We started off in financial planning and advisory in 2004 and is one of the most respected names in the financial advisory business. 

Job Description : 

  • 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.
  • We need candidates who can comply with RIA regulation.
  • Ideal candidate would be a graduates with 5 years experience ( any financial experience will do – like a MF dist., Insurance Agent, accounting etc. for compliance purposes ) and CFP certification or Post graduates ( in specified finance areas as per regulation ) with CFP certification. 

Candidates Profile : 

  • CFP certification should be through regular pathway only.
  • We prefer postgraduates, preferably professional degrees like CA, CFA, MBA etc.
  • Candidates less than 30 years of age are preferred.

Salary : Will be as per the merits of the case.

Additional Details : Candidates will need to go through a test and interview as part of the selection process.

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.

Candidates who are from Central & Harbour lines would be preferred.  Outstation candidates are welcome to apply if they are willing to relocate to Navi Mumbai.

Interested candidates can mail their updated resumes at “Placement@fpa.edu.in” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 27/10/2018

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