Financial Planning Associate
6 days ago
Company Description
At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and wealth-planning solutions. We are pioneers in Private Wealth advisory.
Role Description
This is a full-time hybrid role for a Financial Planning Associate at Xpertvoice. The Financial Planning Associate will be responsible for financial, retirement, and estate planning, utilizing analytical skills and effective communication. Some remote work is acceptable in this role.
Qualifications
- Note: Please Don't apply if you are overconfident and overqualified
- Financial Planning and Retirement Planning skills
- Analytical Skills
- Effective Communication skills
- Estate Planning knowledge
- Experience in financial analysis and planning
- Bachelor's degree in Finance, Business, Economics, or related field
- Require Sales skills
- Certifications such as NISM, IRDA, or CFP are a plus
-
Financial Planning Associate
7 days ago
ahmedabad, India Xpertvoice Full timeCompany Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Financial Planning Associate
6 days ago
Ahmedabad, India Xpertvoice Full timeCompany DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Financial Planning Associate
7 days ago
ahmedabad, India Xpertvoice Full timeCompany DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Financial Planning Associate
6 days ago
Ahmedabad, India Xpertvoice Full timeCompany DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Financial Planning Associate
6 days ago
Ahmedabad, India Xpertvoice Full timeCompany Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Financial Planning Associate
7 days ago
Ahmedabad, India Xpertvoice Full timeCompany DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Financial Planning Associate
6 days ago
Ahmedabad, India Xpertvoice Full timeCompany Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
ahmedabad, India Xpertvoice Full timeCompany Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
ahmedabad, India Xpertvoice Full timeCompany DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Planning Associate
4 days ago
ahmedabad, India Xpertvoice Full timeCompany Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...
-
Dealing Associate
6 months ago
Ahmedabad, India PMS Financial services Full time**PMS Financial Services** Experience: 1-2 years Job Title - **Dealing Associate** **Job Summary**: PMS Financial Services is looking to hire a Dealing Associate who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business. **Job...
-
Financial Operations Associate
4 weeks ago
Ahmedabad, Gujarat, India Azilen Technologies Pvt Ltd Full timeFinancial Operations AssociateWe are seeking a highly motivated and detail-oriented Financial Operations Associate to join our team at Azilen Technologies Pvt Ltd. As a Financial Operations Associate, you will play a key role in assisting the finance function in various financial activities, including planning, execution, and development.About the RoleKey...
-
Dealing Associate
5 months ago
Ahmedabad, Gujarat, India PMS Financial services Full time**ABOUT PMS Financial Services**: PMS Financial services is your new age Wealth Management partner. A dynamic team that carries out cutting edge research. PMS Financial Services cuts through the clutter and ensures clients achieve comprehensive financial security while providing them with an unprecedented understanding of the market. **Job Title - Dealing...
-
Dealing Associate
5 months ago
Ahmedabad, Gujarat, India PMS Financial services Full time**PMS Financial Services** Experience: 1-2 years Job Title - **Dealing Associate** **Job Summary**: PMS Financial Services is looking to hire a Dealing Associate who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business. **Job...
-
Financial Planning Specialist
4 weeks ago
Ahmedabad, Gujarat, India Naukripay Full timeJob OverviewNaukripay seeks a skilled Financial Planning Specialist to help businesses make informed financial decisions. The ideal candidate will have expertise in financial audits, bank statement reconciliation, and maintaining accurate financial records throughout the year.Key Responsibilities- Conduct financial audits to ensure accuracy and compliance-...
-
Financial Planning Specialist
3 weeks ago
Ahmedabad, Gujarat, India WorkQuest India Full timeWe are seeking a skilled Financial Analyst to join our team at WorkQuest India. In this role, you will perform financial analysis, forecasting, and reporting for our client.Key Responsibilities:Conduct financial analysis and provide insights on financial performance.Prepare budgets and forecasts for our client.Develop financial models to support business...
-
Ahmedabad, Gujarat, India Nebula Infraspace LLP Full timeAbout Nebula Infraspace LLPWe are a leading company in Ahmedabad seeking an experienced Financial Manager to oversee our accounting and financial planning functions.Job Description:The ideal candidate will have 3-5 years of experience in a relevant field, preferably in Construction or Manufacturing. A Chartered Accountant (CA) with expertise in TDS, GST, and...
-
Accountant with Financial Planning Experience
3 weeks ago
Ahmedabad, Gujarat, India Expertia AI Full timeTo succeed in this role, you will:Develop financial plans and forecastsConduct financial analysis and provide recommendationsWork closely with the management team to achieve financial goalsKey responsibilities include:Financial PlanningCreating financial plans and forecasts to guide business decisionsFinancial AnalysisConducting financial analysis to...
-
Operations & Research Associate
6 months ago
Ahmedabad, Gujarat, India PMS Financial services Full time**Job Summary**: PMS Financial Services is looking to hire a **Operations & Research Associate** who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business. **Roles & Responsibilities**: - Undertaking Financial Research and Analysis...
-
Financial Operations Associate
3 weeks ago
Ahmedabad, Gujarat, India WorkQuest India Full timeWe are seeking a detail-oriented Financial Operations Associate to support our financial department by managing daily accounting tasks.The ideal candidate will have a solid understanding of accounting principles and be proficient in using Microsoft Excel for complex data analysis.Responsibilities include:Accurate accounting of client transactions using...