Certified Financial Planner


Cause Areas

When

It's flexible! We'll work with your schedule.

Where

This is a Virtual Opportunity, with no fixed address.

Become a part of our Team!

About

Our Organization is in need of a CFP who can develop and monitor investment policy statements on an ongoing basis and be able to monitor asset allocation targets. The individual should be able to represent the organization by establishing new relationships with prospective clients through seminars, mails, and calls.

Skills

  • Financial Service Assistance

Good Match For

N/A

Requirements & Commitment

  • <p>The candidate should hold the following:-</p><p>1. BA/BS degree preferred</p><p>2. Holds CFP (Certified Financial Planner License)</p><p>3. Expertise in finance, economics, computer science or related field</p><p>4. A couple of year's experience</p><p>5. Managerial experience is a plus</p><p>6. Willing to work in a challenging environment</p>

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