Financial Planning Specialist
1 day ago
About CompanyThe company operates within the financial technology industry, providing innovative digital solutions that enhance and streamline modern financial services.Job DescriptionThe role requires a person who is passionate about empowering people with financial knowledge, thriving on helping individuals make smart financial decisions for a secure future.Key Responsibilities:Build strong relationships with clients by understanding their goals and offering personalized financial solutions.Guide individuals in making informed financial decisions for long-term financial well-being.Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.Analyze financial data, track progress, and optimize financial plans for better results.Represent company at conferences, meetings, and industry events to promote financial education.Qualifications & Skills:A Certified Financial Planner CFP is Must.Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred).Preferably should have a NISM XA – XB qualification or working towards the sameMinimum of 5 to 7 years of experience in financial advisory or related fieldsStrong knowledge of financial planning, investment strategies, and wealth management.Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.Analytical mindset with the ability to assess financial data and provide strategic recommendations.Self-driven, goal-oriented, and passionate about helping others achieve financial success.
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Financial Planning Specialist
1 week ago
Mumbai, Maharashtra, India Fintoo Full timeFINTOO, a SEBI Registered Investment Advisor (RIA), is a core financial planning and fee-based advisory company. We specialize in holistic financial planning, investment advisory,and wealth management solutions — with an emphasis on unbiased advice tailored to clientgoals.Our services span across financial planning, global investments, and tax advisory,...
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Senior Financial Planning Specialist
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mumbai, India beBeeFinancialPlanning Full timeJob Title: Senior Financial Planning Specialist About the Role:We are seeking a highly skilled Senior Financial Planning Specialist to drive financial reporting excellence, support forecasting and budgeting processes, and deliver actionable insights through robust reporting and visualization tools.Main Responsibilities:Create and maintain reports using...
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Senior Oracle Financial Planning Specialist
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mumbai, India beBeeFinancial Full timeOracle Financial Planning Specialist OpportunityWe are seeking a seasoned Oracle financial planning specialist with expertise in implementing and supporting Oracle EPM applications.The ideal candidate will have at least 10 to 14 years of relevant industry experience, a bachelor's degree in computer science or equivalent field, and proven experience in...
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Fintoo - Financial Planning Specialist
2 weeks ago
Mumbai, India FINTOO Full time- The Financial Planning Specialist will lead financial planning conversations with prospective clients and drive the advisory-led acquisition process.- This is a consultative financial advisory role where creating high-quality financial plans, analysing portfolios, and presenting solutions form the core responsibilities.- Client acquisition is the natural...
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Financial Planning and Analysis Specialist
1 week ago
Mumbai, Maharashtra, India Blis Full timeFinance Planning and Analysis specialistBlis is looking for a Financial Planning and Analyst Specialist based in Mumbai working for our EMEA,APAC and US subsidiaries.The Financial Planning and Analyst will play a crucial role in supporting business decisions by collaborating with various teams to provide essential commercial finance analysis. The role...
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Financial Planning Expert
4 weeks ago
Mumbai, India Finnovate Full timeJob Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: ü Build strong relationships with clients by...
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Financial Planning Expert
4 weeks ago
Mumbai, India Finnovate Full timeJob Description Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: ü Build strong relationships with...
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Financial Planning and Analysis Specialist
2 days ago
Mumbai, Maharashtra, India Blis Full timeFinance Planning and Analysis specialistBlis is looking for a Financial Planning and Analyst Specialist based in Mumbai working for our EMEA,APAC and US subsidiaries.The Financial Planning and Analyst will play a crucial role in supporting business decisions by collaborating with various teams to provide essential commercial finance analysis. The role...
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Financial Planning Expert
2 weeks ago
Mumbai, India Finnovate Full timeJob Description Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge Do you thrive on helping individuals make smart financial decisions for a secure future If yes, then this role is for you! Key Responsibilities: Build strong relationships with clients...
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Financial Planning Specialist
6 days ago
mumbai, India beBeeFinancial Full timeThe Financial Planning and Analysis role is a vital part of supporting large-scale ventures in making strategic financial decisions.Key responsibilities include conducting detailed financial modeling, creating accurate forecasts, and performing variance analysis to drive informed decision-making.The successful candidate will be responsible for analyzing...
