Certified Financial Planner (Bikaner)

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: 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 fi Apply on Kit Job: kitjob.in/job/4lotnb