Associate Financial Planner & Summer Interns

Job Title Associate Financial Planner / Summer Interns
Job City Chandigarh
Company Website www.goodmoneying.com
Company Profile Good Moneying is a Fee-Based Personal Financial planning firm, which caters to clients across the globe. We have a range of clients from salaried, NRIs, Business Persons to Retired. It is founded by Mr.Manikaran Singal, who is a Certified Financial Planner and SEBI registered Investment adviser. He is having 15 years of work experience. We generally work on the online model and serve clients remotely/Virtually. We are one of the most respected Personal finance Blogs in the Industry. Core business activities include Blogging, Financial Planning and Investment advisory services and doing Financial Literacy seminars.
Job Profile & Responsibilities AFP – Writing and reviewing Financial Plans under the guidance of Chief Financial planner ; Helping clients in Financial Plan Implementation and investing in Products like Mutual funds, Insurance , Bonds etc. as advised in the financial plan ; Managing Investments and advisory Platforms/Softwares; Supporting client as their Relationship Manager; Communicating with clients, software support team and other Concerned On email or Phone; Note , there is no Sales target, However on every sale some Variable will be paid to the candidate. (Our Product is Financial plan)

Interns – Different and Specific projects related to Financial Planning, Investment Advisory, Mutual funds, Client Servicing, Health Insurance and Many other Related aspects of Financial Services.

Desired Candidate Profile AFP – Should be a Commerce/Management Graduate/Post Graduate with good academic Record; Should have good exposure of Mutual funds, Life Insurance and other investment product; Should be NISM (MF/Investment Adviser 1or 2) or AFP/CFP Or Should be able to Pass-through in next 1 year of joining ; Good Communication skills in English and Hindi is must; Should be proficient in Computers and Internet.

Interns – Management Students

Salary Range AFP – Rs 1.8 lakh (Plus variables)

Interns – As per Industry Standards

Additional Details  Though We serve clients Remotely, but still candidate should be open to visit Local clients (If Required); We believe that there is no shortcut to success, soa candidate who understands this and wants to have a long-term career in Financial planning and work with ethics and integrity should only apply; This Profession involves lots of reading and learning, so candidate should be eager to learn. We may support the deserving candidate in his Further certification expenses too.
How to Apply  Interested candidates should email their CV to [email protected]