Financial Planner

1 week ago

Bengaluru, India Fintrans Investment Services Private Limited Full time

We’re Hiring – Financial Planner / Wealth Manager 💼📍 Company: Fintrans Investment Advisors Pvt Ltd📍 Location: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products, markets & strategies✔ Attention to detail & accuracy in documentation✔ Proficiency in financial tools & software✔ Excellent communication & interpersonal skills✔ Ability to work independently & in a teamKey Responsibilities:✨ Conduct financial assessments & risk profiling✨ Develop personalized financial & investment plans✨ Manage & rebalance client portfolios✨ Provide risk management & insurance guidance✨ Support retirement & estate planning✨ Educate clients on investments & market trends✨ Ensure compliance with industry regulations✨ Build strong client relationships & drive business growth📩 To Apply: Send your resume to📧 connect@eleasee.com📧 pragathi@wintrans.co.in 

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    2 weeks ago

    Bengaluru, India Dilzer Consultants Pvt Ltd Full time

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  • Financial Planner

    1 week ago

    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’re Hiring – Financial Planner / Wealth ManagerCompany: Fintrans Investment Advisors Pvt LtdLocation: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products, markets &...

  • Financial Planner

    1 week ago

    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’re Hiring – Financial Planner / Wealth ManagerCompany: Fintrans Investment Advisors Pvt LtdLocation: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products, markets &...

  • Financial Planner

    1 week ago

    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’re Hiring – Financial Planner / Wealth Manager Company: Fintrans Investment Advisors Pvt Ltd Location: Banashankari, Bengaluru Qualifications & Skills: ✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred) ✔ 3–4 years of experience in wealth management & financial planning ✔ Strong knowledge of financial products, markets &...

  • Financial Planner

    1 week ago

    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’re Hiring – Financial Planner / Wealth Manager Company: Fintrans Investment Advisors Pvt Ltd Location: Banashankari, Bengaluru Qualifications & Skills: ✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred) ✔ 3–4 years of experience in wealth management & financial planning ✔ Strong knowledge of financial products, markets &...

  • Financial Planner

    1 week ago

    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’re Hiring – Financial Planner / Wealth Manager 💼 📍 Company: Fintrans Investment Advisors Pvt Ltd 📍 Location: Banashankari, Bengaluru Qualifications & Skills: ✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred) ✔ 3–4 years of experience in wealth management & financial planning ✔ Strong knowledge of financial...

  • Financial Planner

    2 weeks ago

    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’re Hiring – Financial Planner / Wealth Manager 💼📍 Company: Fintrans Investment Advisors Pvt Ltd📍 Location: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products,...

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    2 days ago

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    Bengaluru, India Accsource Full time

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    7 hours ago

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