Wealth Management Specialist

Company Description

Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which benefit thousands of financial advisors across 100+ cities and towns. With the aid of technology, we aim to empower over ten thousand financial advisors to help over a million families achieve holistic financial well-being.

Role Description

This is a full-time hybrid role for a Certified Financial Planner. The role is based in Mumbai but allows some work-from-home flexibility. The Certified Financial Planner will be responsible for content management, research and analysis, training and development for financial advisors in India

Qualifications

• Financial Planning, Personal Financial Planning, Certified Financial Planner credentials
• Experience in Finance and Retirement Planning
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Ability to work independently and in a collaborative team environment
• Bachelor's degree in Finance, Economics, or related field
• Relevant certifications such as QPFP / CFP are preferred