Financial Planner

1 week ago

Bengaluru, India Fintrans Investment Services Private Limited Full time

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 & strategies ✔ Attention to detail & accuracy in documentation ✔ Proficiency in financial tools & software ✔ Excellent communication & interpersonal skills ✔ Ability to work independently & in a team Key Responsibilities: ✨ Conduct financial assessments & risk profiling ✨ Develop personalized financial & investment plans ✨ Manage & rebalance client portfolios ✨ Provide risk management & insurance guidance ✨ Support retirement & estate planning ✨ Educate clients on investments & market trends ✨ Ensure compliance with industry regulations ✨ Build strong client relationships & drive business growth To Apply: Send your resume to

  • Financial Planner

    2 weeks ago

    Bengaluru, India Dilzer Consultants Pvt Ltd Full time

    Certification: **NISM XA/ XB/ CFP/ CWM** Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details and understanding the product. - Coordinating with para planners on scenario analysis and case studies specific to client needs. - Coordinating with all the providers of...

  • Financial Planner

    1 week ago

    Bengaluru, India Fintrans Investment Services Private Limited Full time

    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 &...

  • Financial Planner

    1 week ago

    Bengaluru, India Fintrans Investment Services Private Limited Full time

    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 &...

  • Financial Planner

    1 week ago

    Bengaluru, India Fintrans Investment Services Private Limited Full time

    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 &...

  • Financial Planner

    2 weeks ago

    Bengaluru, India Fintrans Investment Services Private Limited Full time

    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,...

  • Financial Planner

    2 weeks ago

    Bengaluru, India Fintrans Investment Services Private Limited Full time

    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...

  • Financial Planner

    2 weeks ago

    Bengaluru, India Fintrans Investment Services Private Limited Full time

    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,...

  • Looking for Certified Financial Planner

    3 days ago

    Bengaluru, India Accsource Full time

    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...

  • Para Planner

    3 days ago

    Bengaluru, India HEXAGON CAPITAL ADVISORS Full time

    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 &...

  • Para Planner

    19 hours ago

    Jayanagar, Bengaluru, Karnataka, India HEXAGON CAPITAL ADVISORS Full time

    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...