Financial Planner

Needs to be Certified Financial Planner (CFP) certified. Skill Areas : Financial data gathering, Financial Data Analysis, Financial Planning, Mutual Fund Selection, Capital Markets, PMS, Stocks, Banking and Finance, Lead Management, MS Excel, Client Interaction. **Job Types**: Full-time, Permanent Pay: ₹25,000.00 - ₹30,000.00 per...

**Role Description** This is a full-time on-site role for a Certified Financial Planner at WinTrans in Bengaluru. The Certified Financial Planner will be responsible for financial planning, personal financial planning, finance, retirement planning, and utilizing their certification to provide expert financial advice and services. **Qualifications** -...

**About Fi**We are a digital-first generation's go-to financial hub. Our team is passionate about creating a positive impact and fostering a culture of transparency, inclusivity, and innovation.**Job Title**Financial Planner**Job Summary**As a Financial Planner at Fi, you will work closely with our finance team to drive great financial decisions for our...

Key ResponsibilitiesIn this role as a Strategic Financial Planner, you will play a critical part in helping Gloify achieve its long-term financial goals. This involves reconciling transactions, monitoring financial performance, and providing recommendations to improve financial efficiency.

About Us:We are a fast-paced Fintech startup Making Investing easier for everyone. Liquide is your one-stop solution for making informed stock investment decisions. We empower investors & traders with the tools and knowledge they need to confidently navigate the markets.The Role:As a Financial Planner, you’ll work directly with clients to provide expert...

About Us:We are a fast-paced Fintech startup Making Investing easier for everyone. Liquide is your one-stop solution for making informed stock investment decisions. We empower investors & traders with the tools and knowledge they need to confidently navigate the markets.The Role:As a Financial Planner, you’ll work directly with clients to provide expert...

Job SummaryKasplo seeks a skilled Corporate Financial Planner to drive financial growth and success. The ideal candidate will have a strong background in financial planning, analysis, and strategy. Key responsibilities include conducting financial assessments, developing strategic plans, and collaborating with cross-functional teams.Key Responsibilities-...

About Us:We are a fast-paced Fintech startup Making Investing easier for everyone. Liquide is your one-stop solution for making informed stock investment decisions. We empower investors & traders with the tools and knowledge they need to confidently navigate the markets.The Role:As a Financial Planner, you’ll work directly with clients to provide expert...

About Us: We are a fast-paced Fintech startup Making Investing easier for everyone. Liquide is your one-stop solution for making informed stock investment decisions. We empower investors & traders with the tools and knowledge they need to confidently navigate the markets. The Role: As a Financial Planner, you’ll work directly with clients to provide...

**About the Role**We are seeking a seasoned Senior Financial Planner to join our team at Sun Mobility. As a key member of our leadership team, you will play a crucial role in shaping the company's financial strategy and driving growth.In this role, you will be responsible for analyzing our financial activities, providing insights, and making recommendations...

About the Role:At Creddinv Technologies Pvt Ltd, we are seeking a highly skilled and client-focused Expert Mutual Fund Financial Planner with 2 to 4 years of experience in financial advisory and investment planning.

About the Role:Zeptronow is seeking an experienced Senior Financial Planner to lead its treasury operations. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and leadership skills.Key Responsibilities:Developing and implementing financial plans to optimize yieldsCollaborating with...

Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Planning? This opportunity is tailor-made for you!At Gaining Ground, we offer more than just a job – we provide a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....

Join 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 &...

Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Planning? This opportunity is tailor-made for you! At Gaining Ground, we offer more than just a job – we provide a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....

Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Planning? This opportunity is tailor-made for you!At Gaining Ground, we offer more than just a job – we provide a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....

Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Planning? This opportunity is tailor-made for you!At Gaining Ground, we offer more than just a job – we provide a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....

**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...

Assist with the preparation of the statements of advice. - Assisting the planners in research and development of advice plans. - Preparation and editing of advice plans. - Review PDS documentation. - Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies. - Management of client...

This 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...