Certified Financial Planner

Company Description

FUNDSMART FINSERV PVT LTD is an AMFI Registered Mutual Fund Distribution Company based in Pune. We offer personalized financial guidance on Mutual Funds, Insurance, Tax planning, FDs, Loans, and other financial services to help clients navigate the world of investments. Our vision is to be the one-stop solution for all investment and financial needs, bridging the gap between investors and financial organizations.

Role Description

This is a full-time on-site role for a Certified Financial Planner at FUNDSMART. The Certified Financial Planner will be responsible for financial planning, personal financial planning, retirement planning, and providing finance-related guidance to clients.

Qualifications

• Financial Planning and Certified Financial Planner skills
• Personal Financial Planning and Retirement Planning expertise
• Strong background in Finance
• Excellent analytical and problem-solving skills
• Effective communication and interpersonal abilities
• Bachelor's degree in Finance, Economics, or related field
• Certification in Financial Planning is a plus