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Job Description
Company Name : Dilzer Consultants Pvt Ltd Experience Level :2-5 years Industry : Financial Planning, Wealth Management, Portfolio Construction. About the Company : Dilzer Consultants Pvt Ltd is one of the top 5 SEBI Registered Investment Advisors Providing Holistic Financial Planning and Wealth Management Services for HNI Clients for the last 24 years. Powered by Ethics, Competance, Credibility and Trust, we have gained clientile that have worked with us for over 18+ years. Our mission is to empower our clients to achieve their goals by offering personalized financial guidance in an environment built on trust. We are committed to helping our clients preserve their wealth, accumulate assets strategically, and consistently outperform benchmarks to ensure long-term financial success. By maintaining the highest standards of integrity and business ethics, we create a foundation for close, interactive engagement, making our clients feel valued, understood, and confident in their financial journey. Website/LinkedIn : https://dilzer.net/about-us Job Summary : Financial Planning, Wealth Creation, Portfolio Management, Debt Management, Insurance analysis, Estate Planning Who Should Apply : CFP professionals Responsibility 1 : Portfolio Management Responsibility 2 : Wealth Creation Responsibility 3 : Comprehnsive Financial Planning including Networth Statement, Goal Analysis Cashflow and Budgeting Requirement 1 : Commerce Requirement 2 : MBA Finance Requirement 3 : Bcom/ BBM Finance Preferred 1 : Engineer Preferred 2 : Science Salary Range : Up to ?10 Lacs (CTC +L&D+ Bonus) Depending on the experience in the field of personal finance Incentives / Bonuses :Additional exiciting incentives of business creation Learning Opportunities :Training Workshop, Mentoring, Financial Literacy Initiatives Other Benefits :Health, leave policy, work-from-home flexibility, and extended WFH facility based on KRIs met Email Subject Line Format :Application Financial Planner CFP / FPSB India Hiring Manager Details: [HIDDEN TEXT]
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