Financial Planner CAGRwealth

About CAGRwealth

Job Description

Company Description CAGRwealth is a fee only investment advisory practice, based out of Mumbai, catering to clients pan India. We specialize in full scale Financial Planning services (Goal based investing, Retirement Planning, Goal funding, Goal Scenarios and so on) and also manage direct equity portfolio advisory services. Role Description This is a full-time on-site role for a Financial Planner at CAGRwealth in Mumbai. The Financial Planner will be responsible for providing financial planning services, offering advice on personal financial planning, retirement planning, and utilizing expertise in finance and Certified Financial Planner (CFP) principles. We are looking for someone who has 1-2 years of experience in making and delivering financial plans to clients. Ideally, this person will be leading our Financial Planning vertical and will eventually be managing a team. Note: We are looking for people who have hands on experience with financial planning. So if you haven't made financial plans, please do not apply. This is NOT a paraplanner role This is a full time in - office role. Location: Wadala, Mumbai Qualifications Financial Planning, Personal Financial Planning, and Retirement Planning skills Knowledge to run calculations around goal planning Experience of making financial plans on softwares is a plus. Certified Financial Planner (CFP) certification and expertise in Finance Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Bachelors or Masters degree in Finance, Economics, Business, or related field,