Certified Financial Planner

Cause Areas


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


This is a Virtual Opportunity, with no fixed address.

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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.


  • Financial Service Assistance

Good Match For


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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