Paraplanner Financial Planning| For American MNC in
- Category: Accountant Jobs
- Location: Jaipur, Rajasthan
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 21K to 33K
- Published on: 2025/09/20
Roles And Responsibilities
• *
• Accurately prepare income planning cases using client inputs via the www.SIPSplanning.com software. Perform case optimizations based on defined planning scenarios. Ensure all case materials and outputs are compliant.
Desired Candidate Profile
B.A. or B.S degree, preferably in Financial Planning, Finance, Accounting, or Economics.
Awareness Of Financial Products And Services
• Income and expenses
• Pre-tax and after-tax investment concepts
• Understanding and application of U.S. marginal and effective income tax rates
• Understanding of different financial products and registration types (e.g., insurance,
annuities, retirement plans, IRAs, qualified vs. non-qualified)
Industry: FinTech / Payments
Functional Area: BFSI , Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management - Other
Employment Type: Full Time, Permanent
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