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

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

RESPONSIBILITIES:

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

QUALIFICATIONS:

1. Degree in Finance, Accounting, Economics, or a related field.
2. CPA (Certified Public Accountant) designation is required.
3. CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) designation is a plus.
4. Minimum of 5 years of experience in investment advisory, financial planning, or a related field.
5. Proven experience in managing investment portfolios and providing comprehensive financial advice.
6. Strong analytical skills with the ability to interpret complex financial data.
7. Proficient in financial planning software and investment research tools.
8. 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.