Certified Financial Planner

Role for a Certified Financial Planner at Planyourworld in New Delhi. The role involves financial planning, personal financial planning, retirement planning, and managing finances, Research, Sessions, Training, Developing Modules, CFP Modules, Practical Content Development. Day-to-day tasks will include working with clients to understand their financial...

We’re Hiring at Liquide!Are you passionate about helping people achieve their financial goals? At Liquide, we’re on a mission to simplify wealth creation and empower investors with actionable insights. We’re looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team.What...

We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous and...

Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...

Roles & Responsibilities:- Coordinating new client onboarding process with the back office team - Data gathering and Financial plan creation within agreed TAT and as per process checklists - Presentation of draft and final plans - Portfolio reviews and recommendations - Presentation of portfolio reviews and investment recommendations/exits to clients within...

Job Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...

Company Description PERFECTLY AVERAGE isn’t your typical jewelry brand — we’re redefining what “everyday luxury” means. Our demi-fine pieces blend high design with honest pricing, made to elevate your 9-to-9 look without the markup. From timeless chains to trend-driven watches, we craft pieces that feels personal, powerful, and perfectly you.Role...

Company Description PERFECTLY AVERAGE isn’t your typical jewelry brand — we’re redefining what “everyday luxury” means. Our demi-fine pieces blend high design with honest pricing, made to elevate your 9-to-9 look without the markup. From timeless chains to trend-driven watches, we craft pieces that feels personal, powerful, and perfectly you.Role...

Company Description 1CR Club is a comprehensive wealth management and financial advisory platform that helps individuals and families plan, invest, and prosper with confidence. We create personalized roadmaps for financial independence and execute investments seamlessly through secure online transactions. Our proven strategies and expert guidance help track...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Financial Advisor, located in Delhi, India. The Financial Advisor will be responsible for providing financial planning advice to clients, assisting with investment strategies, retirement planning, and overall financial advisory. They will meet with...