Job Description
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
•
• 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
💡 Quick Summary
Seeking a career-building opportunity? The Paraplanner Financial Planning| For American MNC in position is now open for candidates interested in the Accountant Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
