Required Associate Financial Planner / Operations Executive / Interns
| Job Title | Associate Financial Planner / Operations Executive / Interns | |
| Job City | Chandigarh | |
| Company Website | www.goodmoneying.com | |
| Company Profile | Good Moneying is a Fee-Only 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 CFP, CTEP and SEBI registered Investment adviser. He is having 17+ 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. 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. |
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| 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] |
Manikaran Singal is the founder and Chief financial planner at Good Moneying Financial Solutions. He is a CERTIFIED FINANCIAL PLANNER CM and SEBI registered Investment adviser (Regd no. INA 100001620). He’s having 20+ years of experience in financial services space.
