Financial Planner
3 days ago
We’re Hiring at LiquideAre 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 you’ll do:Provide end-to-end financial planning services – from retirement and education planning to home buying and wealth creation. Conduct risk profiling and design optimal asset allocation strategies tailored to individual needs. Track macroeconomic indicators, policy changes, and sectoral developments that impact equity markets. Translate market complexity into simple, actionable insights, empowering clients to make confident decisions. Engage in meaningful client discussions to guide them through their financial journeys.Who we’re looking for:✅ 3–5 years of relevant experience in financial planning or wealth management. ✅ Strong analytical and communication skills. ✅ A passion for simplifying finance and building long-term client relationships.Qualifications:Expertise in Financial Planning and Personal Financial Planning Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Excellent analytical and communication skills Ability to work independently and collaboratively Experience in the investment advisory or financial planning industry Bachelor's degree in Finance, Business, or related fieldIf this sounds like you—or someone you know—let’s talk
-
Financial Planner
1 week ago
New Delhi, India Anytimeinvest services Pvt Ltd Full timeWe 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...
-
Certified Financial Planner
3 days 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...
-
Certified Financial Planner
6 days ago
Delhi, Delhi, India Planyourworld Training Academy Private Limited Full timeRole 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...
-
Associate Financial Planner
2 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...
-
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...
-
Finance Manager
1 week 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...
-
Certified Financial Planner
4 weeks ago
New Delhi, India Corenza Full timeRoles & 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...
-
Certified Financial Planner
2 weeks ago
New Delhi, India Corenza Full timeRoles & 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...
-
Associate Financial Planner
2 weeks ago
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...
-
Wedding Planner
1 day ago
New Delhi, India Bee Events-Connect, Create and Celebrate Full timeCompany DescriptionBee Events specializes in crafting extraordinary, unforgettable celebrations that bring your vision to life with expert precision. We focus on every detail so our clients can enjoy their events with confidence and joy. Our commitment to excellence ensures seamless experiences that become cherished memories. Bee Events is passionate about...
