Financial Planning Careers

Required Associate Financial Planner / Operations Executive / Interns

Job Title Associate Financial Planner / Operations Executive / Interns
Job City Chandigarh
Company Website
Company Profile Good Moneying is a Fee-Only boutique Personal Financial planning firm, which caters to clients across the globe. We have a range of clients from salaried, NRIs, Professionals, Business Persons to Retired. It is founded by Mr.Manikaran Singal, who is a CFP, CTEP and SEBI registered Investment adviser. He is having 20+ 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)

Operations Executive – Managing the Complete Office Operations, Uploading the data in software and generate reports for clients, Tallying data with other reports, Managing CRM, Working on Financial Plans to Support the Financial Planners, Website Management, SEBI Compliance.

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.

AFP – Should be a Management/Finance Post Graduate with good understanding of the Financial Planning Concept;Professionally certification like CFP, CWM or NISM XA+XB would be preferred, (Should be open to enrol and pass these certifications in coming few years time); Good Communication skills in English and Hindi is must; Should be proficient in Computers and Internet.

Operations Executive – Graduate, having good knowledge of Computers, especially MS Office ( Excel is Must). Good Communication Skills. At least 6+ months of experience is mandatory

Interns – Management Students

Salary Range As Per Industry Standards
Additional Details  Though We serve clients Remotely, but still candidate should be open to visit Local clients (If Required); We are not Offering Work From Home Option. We believe that there is no shortcut to success, so a 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/her further certification expenses too.
How to Apply  Interested candidates should email their CV to [email protected]