Certified Financial Planner (CFP) (Bareilly)

1. Position Vacant: Certified Financial Planner (CFP) 2. Mode: Remote 3. Company Profile: Arabella Consultants Pvt. Ltd. (ACPL) is promoted by Finance, Assurance & Accounting Professionals to provide outsourced services to Corporates and Assurance & Accounting firms in the USA, UK, Canada, Australia and Other countries for their Accounting, Assurance, Payroll, and Taxation Compliance requirements on regular basis. ​The Company has a team of qualified professionals comprising CAs, CPAs, MBAs, B. Tech (Computer Science), and Commerce Graduates to cater to the outsourced requirements of its various clients. ​Currently, ACPL is engaged in providing qualified professionals with expertise in Assurance & Audit, Taxation, Accounting & Bookkeeping and Payroll functions for the backend support to CPA and CA firms in the US, Canada, UK, Ireland, and Australia. ​ For more information please visit: 4. Job Description: Position Overview: We are seeking a highly skilled and motivated Certified Financial Planner (CFP – International) based in India to join our remote team. The successful candidate will deliver comprehensive financial planning by entering financial documents into planning software, building a financial plan, and delivering it to our American advisors to communicate to the client, while ensuring adherence to high compliance standards and providing personalized advice. Key Responsibilities:
- Provide tailored financial planning to American clients in areas such as retirement planning, investment management, tax efficiency, risk protection, and estate planning
- Develop financial plans
- Collaborate with Pure Capital Advisors to ensure the delivery of integrated solutions
- Maintain up-to-date knowledge of American financial regulations and market trends (training/support will be provided if required)
- Ensure compliance with regulatory standards and firm policies
- Assist with client onboarding, application processes, and ongoing financial planning management 5. Qualification & Experience:
- 3 CFP (Certified Financial Planner) International qualification
- Minimum 2 years of experience in financial advisory or planning roles
- Strong analytical, research, and interpersonal skills
- Proficient in financial planning software. (Money Guide Pro, eMoney, Orion, Right Capital, Holist plan, etc.)
- Proficient in English (verbal and written)
- Excellent attention to detail and ability to work independently in a remote setting
- Willingness to learn American financial products, regulations, and market practices. 6.Compensation: Compensation is in the range of INR 15–20 lakhs Per Annum, with no bar for exceptional candidates. 7. Benefits:
- Employer support for ongoing career development and American market training
- Flexible, fully remote working arrangement from anywhere in India
- Opportunity to work with a diverse international team and support clients in America 8.To Apply: Please submit your resume and a brief statement highlighting your experience. Apply on Kit Job: kitjob.in/job/4lxlux