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:

We are a trusted financial services firm empowering individuals and families to achieve long-term financial well-being. We are seeking a

Financial Planner

who is passionate about personal finance and client success.

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 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:

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 Ability to work full-time from the office Qualifications (any of the following):

- CFP (Certified Financial Planner)

- preferred

- NISM XA & XB

,

CWM

, or

PG Diploma in Financial Planning

- Candidates

pursuing CFP

or

willing to complete CFP within 12 months

may apply (training support can be provided)*

Experience:

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

How to Apply:

Please send your resume to

hr@prabinagarwal.com

with the subject line: Application for Financial Planner

For queries, contact:

9733073333

Job Type: Full-time

Pay: ?35,000.00 - ?50,000.00 per month

Work Location: In person