Notice Period not more than 45 Days
Job Time: 05:30 PM to 02:00 AM
About the job
We are seeking an experienced financial planner to create, refine, and maintain financial plans
for our clients in the United States. The ideal candidate will have previous experience in the
financial planning field and an ability to work both independently and in a team environment.
Mandatory
• Certified Financial Planning designation (CFP) required.
• Current knowledge of US taxes, insurance, and retirement plans.
Responsibilities:
• Complete financial analysis and Prepare financial plans for our financial advisors clients
using current financial planning software platforms to include Envestnet/MoneyGuide,
Right Capital, Advicent/Naviplan, Emoney, etc.
• Interview clients when necessary to determine current goals, financial objectives,
income, expenses, insurance coverage, tax status, risk tolerance, and other information
required to create a financial plan.
• Interact with clients and financial advisors over the phone, email, and video conference
when needed.
• Contact clients periodically to update financial plans.
• Keep meticulous record of all activities in CRM (Salesforce).
• Respond to the Chief Compliance Officer and other compliance personnel as
required/requested for completion of various compliance tasks.
• Perform other duties as required.
Skills
• Resourcefulness and high level of self-motivation.
• Possess a true desire to help others achieve their financial goals.
• Possess strong time management and organizational skills.
• Dedicated team player with strong follow up, communication, and presentation skills.
• Strong Microsoft Office skills required.
Education, Training, and Experience
• At least five years experience preparing financial plans.
• Bachelor’s degree required with concentration in accounting, finance, economics, or related field preferred.
Interested candidates kindly forward your updated CV on hr5@tasolutions.in given mail ID with your current and expected CTC or call on 9056679449 . If not interested we will really appreciate if u forward this position.
Business Development Executive
Department Sales
Location Chandigarh
Job Description: Business Development Executive
Responsibilities & Competencies
1 Appointing New Distributors and Stockists in areas assigned by the Manager.
2 Maintaining existing clients, managing stock, adding new products to the existing portfolio, payment follow-up with clients.
3 Achieving assigned Targets.
Reporting Structure
1 Reports to Manager
Qualification & Experience
Graduate, Knowledge of MS Office.
Salary and Incentive
If interested can forward your updated resumes on hr5@tasolutions.in and can directly contact us on 9779649490 also can provide our reference to your friends and colleagues
Job Responsibilities:
Must have experience in Used cars Segment
Experience in Team handling
Looking forward to all the operations & departments
Increase network & Identify new business opportunities
Managing sales & handling Sales team
Good negotiation and problem-solving skills.
Key Skills :
Good communication skills
Quick decision
Good communication and interpersonal skills.
Analytical skills
The capacity to work under pressure.
#manager #GM #generalmanager #dealershipmanager #carsjob #showroommanager #chandigarhjobs
If interested can forward your updated resumes on hr5@tasolutions.in and can directly contact us on 9779649490 also can provide our reference to your friends and colleagues
