- Cleared one level of CFP
- Excellent verbal and written communication skills
- Data gathering and Financial plan creation
- Presentation of draft and final plans
- Prior experience with CRM (Customer Relationship Management) software a plus or be able to quickly learn
- Fluent in Microsoft Word, Excel and PowerPoint
- Ability to quickly learn and use computer software programs
- Analytical, organized, and detail-oriented
- Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from clients and superiors
- Flexible, self-motivated, reliable, eager to learn with a curious mind
To apply for this job email your details to vivek@wealthcrafts.in