Certified Financial Planner
4 weeks ago
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 turnaround time lines - Coordination with Senior Advisors/Wealth Managers and Back Office team for implementation of advice - Aid in queries linked to clients financial plan and/or portfolio recommendations - Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports - Research software integration for client reports - Maintenance of planning and review calendars - Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events) - Providing clients with information on new and existing products and schemes in coordination with Research/Seniors - Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings - Sharing research/investment updates with clients on an ongoing basis during meetings - Website content and social media content maintenance with planner insights
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Certified Financial Planner
2 weeks ago
New Delhi, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
7 days ago
Delhi, Delhi, India Planyourworld Training Academy pvt ltd Full time ₹ 6,00,000 - ₹ 10,00,000 per yearJob Tital: Certified Financial Planner (CFP)Location:Experience: 1–3 years (or as required)Employment Type: Full-timeAbout the Role:We are seeking a skilled and client-focused Certified Financial Planner (CFP) to join our team. The ideal candidate will provide expert financial advice, develop personalized financial strategies, and help clients achieve...
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Certified Financial Planner
5 days ago
New Delhi, India Gaining Ground Investment Services Pvt Ltd Full timeAre you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Life Planning? This opportunity is tailor-made for you!At Gaining Ground, we offer more than just a job – we offer a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....
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Financial Planner
2 weeks ago
New Delhi, India Liquide Full timeWe’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...
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Financial Planner
2 days ago
Delhi, India Triedge Solution Full timePosition: Financial Planner Location: Delhi **Salary**: 300000 - 400000 Annually Job role: Analyze clients' financial statuses (e.g. income, expenses and liabilities) - Examine and suggest financial opportunities (e.g. insurance plans, investments) - Develop sound plans and budgets for clients. - Customize financial plans according to clients' changing...
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Associate Financial Planner
4 weeks ago
New Delhi, India PrimeWealth Full timeJob 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...
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Finance Manager
3 weeks ago
New Delhi, India PERFECTLY AVERAGE Full timeCompany 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...
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Financial Advisor
2 weeks ago
Delhi, India Wealth Pyramid Full timeCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Financial Advisor, based in Chandigarh. The Financial Advisor will work closely with clients to assess their financial needs, develop customized financial plans, provide advice on investments, retirement planning, and other financial matters....
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Wealth Manager
4 weeks ago
New Delhi, India Moneyfrog Financial Services Pvt. Ltd. Full timeJob Description: Relationship Manager - Wealth- Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual...
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Unit Manager
4 weeks ago
New Delhi, India Moneyfrog Financial Services Pvt. Ltd. Full timeUnit Manager – Moneyfrog Financial Services Location:Chembur Employment Type:Full-Time Department:Unit Manager Job Description: Relationship Manager - WealthExperienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates...