Roles And Responsibilities

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    • Accurately prepare income planning cases using client inputs via the www.SIPSplanning.com software. Perform case optimizations based on defined planning scenarios. Ensure all case materials and outputs are compliant.
      
      
    
    
  
  

Desired Candidate Profile

B.A. or B.S degree, preferably in Financial Planning, Finance, Accounting, or Economics.

Awareness Of Financial Products And Services

• Income and expenses


• Pre-tax and after-tax investment concepts


• Understanding and application of U.S. marginal and effective income tax rates


• Understanding of different financial products and registration types (e.g., insurance,
  
  

annuities, retirement plans, IRAs, qualified vs. non-qualified)

Industry: FinTech / Payments

Functional Area: BFSI , Investments & Trading

Role Category: Trading, Asset & Wealth Management

Role: Trading, Asset & Wealth Management - Other

Employment Type: Full Time, Permanent

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