Kualifikasi :

• A member of financial planning qualification is a must i.e. CFP, RFP, RFA, RFC, QWM, or equivalent

• Experience in creating financial bookplan and advice clients is preferred

• Good Financial planning/wealth management acumen, judgement and experience

• Comfortable interacting clients, in both physical and virtual formats, in advising them on financial planning concepts and giving advice

• Ability to collaborate in a professional and constructive manner within a team-oriented culture

• A demonstrated ability to manage priorities and meet established goals for delivering financial planning deliverables to clients

Tanggung Jawab :

Muda Mapan Financial is a financial education and consulting firm to increase financial literacy to anyone, everywhere. Muda Mapan provides high-quality financial online classes for investors, entrepreneurs, and professionals. Bringing the expert to give best advice to all of the members in building their financial investment strategies, book-plans, and financial management systems. Muda Mapan also provides financial advisory service in building financial book-plan and achieving financial goals.

Website: https://mudamapan.id/

Job Description

At present time, Muda Mapan is hiring for partners as  Financial Planning Consultants. They are responsible for handling firm’s clients and helping them set up and design personalized financial plans for them and how to achieve it. The candidate will be interviewing clients, collecting their financial information required to perform the client’s financial plan, analyze and organize this information and present the financial plan to our clients while being prepared the book plan to make proactive recommendations. Further, the candidate would be expected to monitor the firm’s clients progress in meeting their plan goals and manage follow-up meetings. 

Alasan bergabung di perusahaan Kami :

Benefit

1. Competitive fee sharing

2. Highly Worth Network and Portfolio

3. Work from home

 

Registration Link: s.id/PartnersMM 

Deadline: November 22, 2020

 

CP : Paragon Mahadana Investama Recruitment (WA: 088298751236)