Associate Financial Planner
4 weeks ago
Job 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 experience for our clients. As an associate, you will act as the bridge between the client and our internal support team, as well as between the lead advisor and the client.Your role is crucial in helping clients feel supported, understood, and guided at every step of their financial journey. You’ll work closely with senior advisors to execute financial plans, coordinate client meetings, and ensure timely follow-ups, all while developing your skills in financial planning and client communication.What You’ll Do:- Coordinate across teams: Act as the communication bridge between the lead advisor, internal support teams, and the client to ensure that all planning-related tasks are executed efficiently and on time. - Support client meetings: Prepare meeting notes, collect relevant data, and help structure financial plans. Join client meetings alongside the lead advisor and ensure all action items are tracked and completed. - Assist in financial planning: Work closely with the lead advisor to build and update financial plans, run basic analyses, and prepare investment summaries and reports for client discussions. - Manage follow-ups: Ensure timely follow-ups after client meetings, track deliverables, and update internal systems to keep the planning process moving forward smoothly. - Maintain client records: Organize and update client documentation, investment details, and financial goals in our systems to ensure easy access and compliance. - Enable a seamless client experience: Be proactive in resolving client queries, coordinating with internal teams, and ensuring every client feels supported throughout their financial journey.Requirements:- A fresher or a candidate with up to 2 years of relevant experience in financial services or wealth management - Strong communication and interpersonal skills - Detail-oriented and able to manage multiple tasks with deadlines - Eager to learn and take initiative in a dynamic team environment - Comfortable working with financial tools, software, and spreadsheets - Preferably a graduate in finance, commerce, or a related field (CFP students or aspirants are a plus)Important:Please do not apply without carefully reading the full job description above. This role requires a high level of responsibility, proactiveness, and empathy. We're building long-term relationships with clients and we’re looking for someone who truly wants to grow in this field.
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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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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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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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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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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...
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Wedding Planner
2 weeks 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...
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Financial Planner
6 days ago
New Delhi, India INGENETUS Full timeStrong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. - Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers. - Certification in NISM and CFP is an added advantage. - Create and enforce plans that will help meet the needs...
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Workface Planner
1 week ago
New Delhi, India Bechtel Full time**Requisition ID: 273086** - ** Relocation Authorized: National - Family**: - ** Telework Type: Full-Time Office/Project**: - ** Work Location: New Delhi** **Company Overview**: **Position Summary**: The Workface Planner Civil/ Structural will be responsible to prepare Installation Work Packages (IWPs), Material Take-offs (MTO) for specific disciplines...
