Job Description

Job Title:

Financial Planner (CFP Certified) - In-Office Role

Location:

National Commerce House, 2nd Floor, Church Road, Siliguri - 734001

Company:

Prabin Agarwal Empowering Investors

Job Type:

Full-time | In-office

About Us:

At

Prabin Agarwal Empowering Investors

, we have been helping clients build wealth and achieve financial freedom for over 20 years. We are committed to delivering trust-driven, personalized financial guidance that empowers long-term success. Join us as we continue to shape the future of smart investing.

Job Summary:

We are looking for a

Certified Financial Planner (CFP)

to join our in-office team. The ideal candidate will be responsible for creating comprehensive financial plans for clients, guiding them toward long-term wealth creation and financial well-being.

Key Responsibilities:

Develop, present, and manage customized financial plans for individual clients Conduct regular client reviews and update strategies as needed Provide guidance on investments and retirement strategies Stay updated on market trends, financial products, and regulatory changes Coordinate with internal teams to ensure timely execution of client requests Maintain high levels of customer satisfaction through consistent communication and support

Requirements:

Certified Financial Planner (CFP) certification or a similar qualification is required Strong understanding of mutual funds, and retirement planning Excellent interpersonal, communication, and presentation skills Attention to detail, analytical mindset, and problem-solving ability Proficiency in financial planning tools/software and Microsoft Office Suite Ability to work full-time from the office

Experience:

Minimum 1-3 years of relevant experience in financial planning (Fresh CFPs with strong communication skills may also apply)*

Salary:

(Will be discussed based on experience and suitability)

How to Apply:

Please send your resume to

hr@prabinagarwal.com

with the subject line: Application for Financial Planner - CFP Certified

For queries, contact:

9733073333

Job Type: Full-time

Pay: ?35,000.00 - ?45,000.00 per month

Work Location: In person