Financial Planner

We’re Hiring – Financial Planner / Wealth ManagerCompany: Fintrans Investment Advisors Pvt LtdLocation: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products, markets &...

We’re Hiring – Financial Planner / Wealth ManagerCompany: Fintrans Investment Advisors Pvt LtdLocation: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products, markets &...

We’re Hiring – Financial Planner / Wealth Manager Company: Fintrans Investment Advisors Pvt Ltd Location: Banashankari, Bengaluru Qualifications & Skills: ✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred) ✔ 3–4 years of experience in wealth management & financial planning ✔ Strong knowledge of financial products, markets &...

We’re Hiring – Financial Planner / Wealth Manager 💼📍 Company: Fintrans Investment Advisors Pvt Ltd📍 Location: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products,...

We’re Hiring – Financial Planner / Wealth Manager 💼 📍 Company: Fintrans Investment Advisors Pvt Ltd 📍 Location: Banashankari, Bengaluru Qualifications & Skills: ✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred) ✔ 3–4 years of experience in wealth management & financial planning ✔ Strong knowledge of financial...

We’re Hiring – Financial Planner / Wealth Manager 💼📍 Company: Fintrans Investment Advisors Pvt Ltd📍 Location: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products,...

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 &...

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...

Role 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,...