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Job Description
- Help develop stand-alone planning tools for the target audience - millennials
- Develop engaging content in the form of personal finance articles, periodicals
- Contribute to financial wellness webinars/sessions with the audience
- Support the Principal Officer on creating model asset allocation by leveraging databases
- Ability to effectively multi-task across the investment product research and financial planning functions
- Experience and qualification: 2 to 5 years with CFP certification
Skills
Asset AllocationFinanceFinancial PlanningInvestmentIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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