![Seven](https://media.trabajo.org/img/noimg.jpg)
Senior Certified Financial Planner
3 weeks ago
Job Title: Senior Certified Financial Planner
Location: Bangalore, Karnataka, India
Roles & Responsibility:
- Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.
- Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans.
- Collaborate with customers to set short-term and long-term financial goals and develop strategies to achieve them.
- Provide expert advice on investment options, asset allocation, retirement planning, tax planning, and estate planning.
- Educate clients on financial concepts, investment products, and market trends to enable informed decision-making.
- Monitor clients' investment portfolios and recommend adjustments based on changes in their financial circumstances or market conditions.
- Proactively identify opportunities to optimize clients' financial plans and enhance their wealth accumulation strategies.
- Deliver exceptional customer service by promptly addressing clients' inquiries, concerns, and financial planning needs.
- Stay updated on industry regulations, market developments, and best practices in financial planning to ensure compliance and deliver cutting-edge solutions.
- Collaborate with cross-functional teams to enhance platform features, user experience, and service offerings.
- Utilize product and management experience to drive the development and implementation of financial planning tools and services, ensuring they meet client needs and improve overall efficiency.
- Apply entrepreneurial skills to innovate and grow the financial planning practice, identifying new business opportunities and driving initiatives to expand the client base.
Qualifications:
- Certified Financial Planner (CFP) designation required.
- Bachelor's degree in finance, economics, or related field preferred.
- Proven experience in financial planning, wealth management, or investment advisory roles.
- Strong understanding of financial principles, investment products, and tax regulations.
- Excellent communication skills with the ability to articulate complex financial concepts in a clear and concise manner.
- Customer-centric approach with a passion for helping individuals achieve their financial goals.
- Analytical mindset with the ability to perform financial analysis and develop strategic recommendations.
- Proficiency in financial planning software and Microsoft Office Suite.
- Detail-oriented with strong organizational skills and the ability to manage multiple priorities effectively.
- Ethical conduct and commitment to maintaining client confidentiality.
- Product and management experience along with entrepreneurial skills to drive business growth and innovation.
-
Senior Certified Financial Planner
2 weeks ago
Bengaluru, India Seven Full timeJob Title:Senior Certified Financial PlannerLocation:Bangalore, Karnataka, IndiaRoles & Responsibility:Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans.Collaborate with...
-
Senior Certified Financial Planner
3 weeks ago
Bengaluru, India Seven Full timeJob Title: Senior Certified Financial PlannerLocation: Bangalore, Karnataka, IndiaRoles & Responsibility: Engage with customers to understand their financial objectives, risk tolerance, and investment preferences. Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial...
-
Certified Financial Planner
4 weeks ago
Bengaluru, India Seven Full timeJob Title: Certified Financial Planner Location: Bangalore, Karnataka, India Roles & Responsibility: Engage with customers to understand their financial objectives, risk tolerance, and investment preferences. Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans. Collaborate with...
-
Certified Financial Planner
4 weeks ago
Bengaluru, India Seven Full timeJob Title: Certified Financial PlannerLocation: Bangalore, Karnataka, IndiaRoles & Responsibility:Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans.Collaborate with...
-
Certified Financial Planner
1 month ago
Bengaluru, India Seven Full timeJob Title: Certified Financial PlannerLocation: Bangalore, Karnataka, IndiaRoles & Responsibility:Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans.Collaborate with...
-
Bengaluru, India Seven Full timeJob Title: Senior Certified Financial PlannerLocation: Bangalore, Karnataka, IndiaRoles & Responsibility:- Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.- Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans.- Collaborate...
-
Financial Planner
2 weeks ago
Bengaluru, India Seven Full timeSenior Certified Financial Planner Roles & Responsibility:- Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.- Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans.- Collaborate with customers to set short-term and...
-
Para Planner
3 weeks ago
Bengaluru, India HEXAGON CAPITAL ADVISORS Full timeJoin us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. - **Our Values**: **Valuing Relationships**: - We don’t just juggle numbers. We are empathetic to our clients. **Transparency & Disclosures**: - Our recommendations are always backed by hows and whys. - **Diligence &...
-
Para Planner
1 month ago
Jayanagar, Bengaluru, Karnataka, India HEXAGON CAPITAL ADVISORS Full timeThis is the first step in your career as an Advisor and Financial Planner. As a para planner you will be assisting a senior advisor on managing their clients. The nature of work is administrative - working with investment plans, portfolios, tracking etc. This role does not entail any client facing responsibilities. The minimum qualification is a Masters in...
-
Project Planner
2 months ago
Bengaluru, India iCRC Full timeRole Summary The project planner person role will be required to plan, manage and monitor works using project management tools, including the use of Primavera P6 and Microsoft Project, etc. The Project Planner will be required to lead small project planning/ controlling assignments, assist senior planners on large projects and extract accurate information,...
-
Project Planner
6 days ago
Bengaluru, Karnataka, India iCRC Full timeRole Summary The project planner person role will be required to plan, manage and monitor works using a project management tools, including the use of Primavera P6 and Microsoft Project etc. The Project Planner will be required to lead on small project planning/ controlling assignments, assist senior planner on large projects and extract accurate...
-
Certified Financial Planner
2 months ago
Rajajinagar, Bengaluru, Karnataka, India Successr hr tech pvt ltd Full timeJob description 1. Identify and investigate investment prospects by evaluating risk parameters 2. Understand financial position and identify the needs of clients 3. Analyze client's financial information; identify client's objectives, risk tolerance and circumstances to develop a retirement plan and to provide investment strategies, tax projections and...
-
Financial Literacy Curriculum Planner
2 months ago
Bengaluru, India Orchids The International School Full time**Job Title**: Financial Literacy Planner **Job Overview**: **Responsibilities and Duties**: **Content (Primary Task)**: - Write instructional and activity-based content. - Research on current pedagogy in the educational world. - Create worksheets for classwork and homework. - Write and design textbooks/workbooks. - Create and design activities for...
-
Senior Engineering Manager
3 weeks ago
Bengaluru, India Edelman Financial Engines Full timeAt Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We...
-
Financial Advisor
2 weeks ago
Bengaluru, India Vibhinna Ventures Full timeCompany Description Vibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...
-
Edelman Financial Engines
3 weeks ago
Bengaluru, India FENL IT SERVICES FINANCIAL ENGINES LLP Full timeRole : Engineering Manager- Salesforce Development Team At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide...
-
Edelman Financial Engines
2 weeks ago
Bengaluru, India FENL IT SERVICES FINANCIAL ENGINES LLP Full timeRole : Engineering Manager- Salesforce Development Team At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide...
-
Paraplanner
1 week ago
Bengaluru, India Happywise financial services Full timeAs a Para planner, you would be assisting the Chief financial planners in aspects like - 1. Research and Analysis: conduct research and analysis on financial products, investment options, and market trends. Gather information and data to support the financial planning recommendations made by the Financial planner. This involves studying investment...
-
Edelman Financial Engines
3 weeks ago
Bengaluru, India FENL IT SERVICES FINANCIAL ENGINES LLP Full timeSenior Staff Engineer - Salesforce Development At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them...
-
Edelman Financial Engines
2 weeks ago
Bengaluru, India FENL IT SERVICES FINANCIAL ENGINES LLP Full timeSenior Staff Engineer - Salesforce Development At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them...