Certified Financial Planner

Job-role TitleCertified Financial Planner, Finwise PFSRole of the person in the organizationFinancial Planning resource, reporting to the FounderProfile of Job & Key TasksPart of the Planning function, reporting to the Founder (70%)·       Creating and finalizing (in consultation) new roadmaps·       Scheduling (over email) review calendars...

We are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Investment Specialist. Our core product offering is Mutual Fund, FD, Govt. Bonds, Debenture, etc. Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge...

Senior CFPJob Title:Senior CFPWork Mode:Work from OfficeTimings:Tuesday to Saturday, 9:30 AM – 5:30 PM (Sunday and Monday week off)Qualifications:Professional degree / post-graduate in financeMinimum 5 years' experience in investment advisoryCFP certificationJob Description:Provide investment advice to clients in line with regulationsi.    Perform...

Company DescriptionJM Financial is an integrated and diversified financial services group. The Group's primary businesses include investment banking, private equity funds, private wealth management, mortgage lending, asset reconstruction, and asset management. JM Financial specializes in providing tailored financial solutions to institutional, corporate,...

Area(s) of responsibilityAbout BirlasoftBirlasoft, a global leader at the forefront of Cloud, AI, and Digital technologies, seamlessly blends domain expertise with enterprise solutions. The company’s consultative and design-thinking approach empowers societies worldwide, enhancing the efficiency and productivity of businesses. As part of the...

We are not a me-too brand. We are category creators.At SuperBottoms, you get to build a category from scratch and not just push another me-too product.SuperBottoms is India's first certified and No. 1 voted eco-friendly cloth diaper brand. From quirky cloth diapers and langots to India's softest underwear, our products are fun, sustainable, and affordable....

Job Title -Financial PlannerJob Location- MumbaiCompany Profile - PlantRich Consultancy LLPis a distinguished boutique investment solutions firm dedicated to empowering individuals, families, and businesses in their wealth-creation journey. We focus on simplifying investments through investment solutions, disciplined execution, and ongoing portfolio support....

Job InformationDate Opened05/29/2025IndustryAECJob TypePermanentWork Experience3 - 5 YearsCityMumbaiState/ProvinceMaharashtraCountryIndiaZip/Postal Code400093About UsAxium Global (formerly XS CAD), established in 2002, is a UK-based MEP (M&E) and architectural design and BIM Information Technology Enabled Services (ITES) provider with an ISO 9001:2015 and...

Understand Clients financial needs.Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals.Prepare Financial plans for clients and present them

Urban Planner Strategic Planning and Development: Support the development and implementation of urban planning strategies under the guidance of senior leadership. Coordinate with cross-functional teams to integrate plans across departments and ensure alignment with project objectives. Assist in conducting feasibility studies and basic risk...