CPA Certified- Investment Advisor (WFH)

CPA Certified- Investment Advisor (WFH)

Experience: 4- 8 years
Location: Bangalore (WFH)
CTC: 15 to 30 Lac INR
Engagement model: Full time/Consulting
No of positions: 2
Educational qualifications: Finance/Accounting
Industry: IT-ITES
Notice Period: Immediate

• CPA certified advisor with proficiency in financial analysis, strategic investment planning, and personalized advisory service.
• Proven experience in managing investment portfolios and providing comprehensive financial advice.
• Experience in financial planning software and investment research tools.

RESPONSIBILITIES:

• Develop and maintain strong relationships with a diverse client base, understanding their financial needs and goals.
• Conduct regular client meetings to review financial status, investment portfolios, and adjust strategies as necessary.
• Create customized investment strategies based on clients’ risk tolerance, time horizon, and financial objectives.
• Utilize a wide range of investment products, including stocks, bonds, mutual funds, ETFs, and alternative investments.
• Conduct thorough financial analysis, including cash flow analysis, tax planning, retirement planning, and estate planning.
• Use CPA expertise to provide detailed tax-efficient investment strategies and comprehensive financial planning.
• Monitor and manage client portfolios to ensure alignment with investment strategies and market conditions.
• Perform regular portfolio rebalancing to maintain desired asset allocation and risk levels.
• Ensure all investment activities comply with regulatory requirements and internal policies.
• Prepare and present detailed financial reports and investment performance reviews to clients.
• Stay current with market trends, economic developments, and investment opportunities.
• Conduct thorough research and analysis to support investment recommendations.

QUALIFICATIONS:

• Degree in Finance, Accounting, Economics, or a related field.
• CPA (Certified Public Accountant) designation is required.
• CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) designation is a plus.
• Minimum of 5 years of experience in investment advisory, financial planning, or a related field.
• Proven experience in managing investment portfolios and providing comprehensive financial advice.
• Strong analytical skills with the ability to interpret complex financial data.
• Proficient in financial planning software and investment research tools.
• In-depth knowledge of investment products, market trends, and tax-efficient investment strategies.

AIMLEAP is an ISO 9001:2015 and ISO/IEC 27001:2013 certified global technology consulting and service provider offering Digital IT, AI-augmented Data Solutions, Automation, and Research & Analytics Services.

AIMLEAP has been recognized as ‘The Great Place to Work®’. With focus on AI and automation-first approach, our services include end-to-end IT application management, Mobile App Development, Data Management, Data Mining Services, Web Data Scraping, Self-serving BI reporting solutions, Digital Marketing, and Analytics solutions.

We started in 2012 and successfully delivered projects in IT & digital transformation, automation driven data solutions, and digital marketing for more than 750 fast-growing companies in the USA, Europe, New Zealand, Australia, Canada; and more.

– An ISO 9001:2015 and ISO/IEC 27001:2013 certified
– Served 750+ customers
– 12+ Years of industry experience
– 98% Client Retention
– Great Place to Work® Certified
– Global Delivery Centers in the USA, Canada, India & Australia.