Financial Planner

Needs to be Certified Financial Planner (CFP) certified. Skill Areas : Financial data gathering, Financial Data Analysis, Financial Planning, Mutual Fund Selection, Capital Markets, PMS, Stocks, Banking and Finance, Lead Management, MS Excel, Client Interaction. **Job Types**: Full-time, Permanent Pay: ₹25,000.00 - ₹30,000.00 per...

**Role Description** This is a full-time on-site role for a Certified Financial Planner at WinTrans in Bengaluru. The Certified Financial Planner will be responsible for financial planning, personal financial planning, finance, retirement planning, and utilizing their certification to provide expert financial advice and services. **Qualifications** -...

**About Fi**We are a digital-first generation's go-to financial hub. Our team is passionate about creating a positive impact and fostering a culture of transparency, inclusivity, and innovation.**Job Title**Financial Planner**Job Summary**As a Financial Planner at Fi, you will work closely with our finance team to drive great financial decisions for our...

Key ResponsibilitiesIn this role as a Strategic Financial Planner, you will play a critical part in helping Gloify achieve its long-term financial goals. This involves reconciling transactions, monitoring financial performance, and providing recommendations to improve financial efficiency.

About Us:We are a fast-paced Fintech startup Making Investing easier for everyone. Liquide is your one-stop solution for making informed stock investment decisions. We empower investors & traders with the tools and knowledge they need to confidently navigate the markets.The Role:As a Financial Planner, you’ll work directly with clients to provide expert...

About Us:We are a fast-paced Fintech startup Making Investing easier for everyone. Liquide is your one-stop solution for making informed stock investment decisions. We empower investors & traders with the tools and knowledge they need to confidently navigate the markets.The Role:As a Financial Planner, you’ll work directly with clients to provide expert...

Job Title: Financial Expert - Global Financial PlannerWe are seeking a highly skilled Financial Expert to join our team at NTT DATA Services as a Global Financial Planner. As a key member of our finance team, you will play a critical role in driving business growth and profitability.About the Role:This is an exciting opportunity for a seasoned financial...

Job SummaryKasplo seeks a skilled Corporate Financial Planner to drive financial growth and success. The ideal candidate will have a strong background in financial planning, analysis, and strategy. Key responsibilities include conducting financial assessments, developing strategic plans, and collaborating with cross-functional teams.Key Responsibilities-...

About Us:We are a fast-paced Fintech startup Making Investing easier for everyone. Liquide is your one-stop solution for making informed stock investment decisions. We empower investors & traders with the tools and knowledge they need to confidently navigate the markets.The Role:As a Financial Planner, you’ll work directly with clients to provide expert...

About Us: We are a fast-paced Fintech startup Making Investing easier for everyone. Liquide is your one-stop solution for making informed stock investment decisions. We empower investors & traders with the tools and knowledge they need to confidently navigate the markets. The Role: As a Financial Planner, you’ll work directly with clients to provide...

**About the Role**We are seeking a seasoned Senior Financial Planner to join our team at Sun Mobility. As a key member of our leadership team, you will play a crucial role in shaping the company's financial strategy and driving growth.In this role, you will be responsible for analyzing our financial activities, providing insights, and making recommendations...

About the Role:Zeptronow is seeking an experienced Senior Financial Planner to lead its treasury operations. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and leadership skills.Key Responsibilities:Developing and implementing financial plans to optimize yieldsCollaborating with...

Altisource Career OpportunityWe are seeking a highly skilled and ambitious Chief Financial Planner to join our team at Altisource. This role is pivotal in enhancing the financial health and profitability of our business through strategic planning, execution, and the establishment of robust financial controls.Key ResponsibilitiesLiaise with business unit...

Job Title: Financial Literacy - Curriculam PlannerLocation: Bangalore/MumbaiJob Type: Full-timeOverview:The position requires the candidate to lead a team of curriculum planners to research and prepare lesson plans, textbooks, activities and resources for students and teachers to use while teaching/learning Financial Literacy.Responsibilities and Duties:•...

Job Title: Financial Literacy - Curriculam PlannerLocation: Bangalore/MumbaiJob Type: Full-timeOverview:The position requires the candidate to lead a team of curriculum planners to research and prepare lesson plans, textbooks, activities and resources for students and teachers to use while teaching/learning Financial Literacy.Responsibilities and Duties:•...

Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Planning? This opportunity is tailor-made for you!At Gaining Ground, we offer more than just a job – we provide a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....

At Sun Mobility, we're seeking a highly skilled Financial Analyst and Strategic Planner to join our team. As a key member of our finance department, you will play a crucial role in driving business growth and success.About the Role:This is a challenging and rewarding opportunity for an experienced financial professional who is passionate about analysis,...

Join us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. - **Our Values**: **Valuing Relationships**: - We don’t just juggle numbers. We are empathetic to our clients. **Transparency & Disclosures**: - Our recommendations are always backed by hows and whys. - **Diligence &...

Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Planning? This opportunity is tailor-made for you! At Gaining Ground, we offer more than just a job – we provide a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....

Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Planning? This opportunity is tailor-made for you!At Gaining Ground, we offer more than just a job – we provide a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....