Associate Financial Planner & Summer Interns
|Job Title||Associate Financial Planner / Summer Interns|
|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]|