Career at Ladder7

Q: Junior Operations Executive

Qualification – Graduate Experience – Candidates with prior experience in finance/ allied fields are preferred. Freshers can also apply. Skills – Proficient with Microsoft Word, Excel & Power Point Good command over English both conversation and written correspondence (email etc). Knowledge of Hindi, Marathi and other regional languages is a plus Location – Navi Mumbai

We Work To Help Our Clients Live A Life That Is Richer, Happier, Fulfilling & Meaningful…Than Just Managing Their Finances.

Choose A Career That Is Invigorating, Fulfilling & Rewarding

Where Work Is Not Work, But A Mission.

Direct from the Director

Ladder7 in Essence –

Experienced Financial Advisors - providing advisories since 2004
Benefited hundreds of families along the way
SEBI registered Investment Advisors (RIA) adhering to high education, certification & complinace standards
Client centric advisors who act as fiduciaries. Always work in client's best interests
Have a team of advisors & others to provide adviosry & other services to clients
Fee only advisors - so that our interests are aligned with our clients & are conflict free

What our team says about us

It's been 2+ years with Ladder7 & I can confidently say that it has been an incredible journey. Since joining, I've experienced a warm and supportive environment that promotes personal and professional growth.

The open and inclusive environment encourages employees to share ideas, challenge the status quo, and contribute to collective success. It's a privilege to work alongside passionate and talented individuals. The work culture is free, flexible & friendly. It gives a boost to become a better person & ultimate advisor each day.

Hailing from an area with limited opportunities, working for this organization near Mumbai has been an incredible experience. I have been able to develop my skills and knowledge in financial planning while also thoroughly enjoying the work itself.

This organization is unparalleled in its support of the profession, and I am grateful to work alongside such welcoming and adaptable colleagues.

I have successfully completed three years with Ladder7, and the experience is fantastic till day. Each day I felt there is something new to learn and add on to my skill set. The work culture is very friendly and supportive. As Mr. Suresh adds- All Team members are matured, and we trust our people completely. This brings comfort to the employees and reflects the vision of Ladder7.

This place is suitable for someone who is planning to transform and more importantly ready to put in the effort. If you have a passion to learn about personal finance, Ladder7 is the place.

Starting my career at this firm has been a great decision. As a fresher, I was nervous at times, but the team here has made me feel welcome and supported.

Here working every day is a new opportunity for me to learn and grow in my early age of professional career. The level of support and training provided to me as a fresher at this firm has been exceptional. Even the work culture here is positive & friendly.

Open Positions

Trainee Financial Planner

Qualification –

Minimum Graduate ( Post Graduate is preferred )
CFP certification (regular pathway only) Or NISM 10 A & 10B certification.

Experience –

The candidate is expected to have sound knowledge on financial planning & allied finance areas, which we will build on.
Freshers with the required qualifications/ certifications can also apply.

Skills –

Proficient with Microsoft Excel
Good command over English both conversation and written correspondence (email etc).
Knowledge of Hindi, Marathi and other regional languages is a plus

Location – Navi Mumbai

Junior Operations Executive