Job Description
Company Description
Probitus Wealth, established in 2013, is a 'Fee-Only' wealth advisory firm founded on the principles of Ethics, Integrity, and Trust. Led by Kavitha Menon, a seasoned financial advisor and SEBI Registered RIA (INA ), CFA, and CFP, the firm is dedicated to helping clients achieve their financial goals. Probitus Wealth offers a comprehensive range of personalized financial planning and wealth management services, ensuring a tailored approach to meet each client's needs. With a focus on transparency and long-term financial success, Probitus Wealth is a trusted partner in achieving financial well-being. The firm operates from its office in Mumbai, India.
Role Description
This is a full-time, on-site role for a Para Planner based in Mumbai.
If you have been working in Wealth Management /Financial planning at a wealth outfit/bank and keen to work with a client centric set up minus the crazy targets and work pressures and with a clear gr...
Probitus Wealth, established in 2013, is a 'Fee-Only' wealth advisory firm founded on the principles of Ethics, Integrity, and Trust. Led by Kavitha Menon, a seasoned financial advisor and SEBI Registered RIA (INA ), CFA, and CFP, the firm is dedicated to helping clients achieve their financial goals. Probitus Wealth offers a comprehensive range of personalized financial planning and wealth management services, ensuring a tailored approach to meet each client's needs. With a focus on transparency and long-term financial success, Probitus Wealth is a trusted partner in achieving financial well-being. The firm operates from its office in Mumbai, India.
Role Description
This is a full-time, on-site role for a Para Planner based in Mumbai.
If you have been working in Wealth Management /Financial planning at a wealth outfit/bank and keen to work with a client centric set up minus the crazy targets and work pressures and with a clear gr...
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