Certified Financial Planner
3 weeks ago
Company Description Network 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 benefit thousands of financial advisors across 100+ cities and towns. With the aid of technology, we aim to empower over ten thousand financial advisors to help over a million families achieve holistic financial well-being. Role Description This is a full-time hybrid role for a Certified Financial Planner. The role is based in Mumbai but allows some work-from-home flexibility. The Certified Financial Planner will be responsible for content management, research and analysis, training and development for financial advisors in India Qualifications Financial Planning, Personal Financial Planning, Certified Financial Planner credentials Experience in Finance and Retirement Planning Excellent analytical and problem-solving skills Strong interpersonal and communication skills Ability to work independently and in a collaborative team environment Bachelor's degree in Finance, Economics, or related field Relevant certifications such as QPFP/ CFP are preferred
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Certified Financial Planner
3 weeks ago
Mumbai, 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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Certified Financial Planner
3 weeks ago
Mumbai, India Network FP Full timeCompany Description Network 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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Certified Financial Planner
3 weeks ago
Mumbai, 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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Certified Financial Planner
3 weeks ago
Mumbai, India Network FP Full timeCompany Description Network 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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Certified Financial Planner
2 weeks ago
Ghatkopar West, Mumbai, Maharashtra, India Pretty Child Full time**Job description** **Job Title**: Certified Financial Planner (CFP) **Company**: Azuke Global Investment Advisory LLP (AGIAL) **Location**: Ghatkopar West, Mumbai **Experience**: Minimum 3 years in financial planning and advisory to retail clients **Education**: Graduation (minimum) with a valid CFP certification **Critical Qualities**: - Adherence...
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Certified Financial Planner
3 days ago
Mumbai, Maharashtra, India Planyourworld Training Academy Private Limited Full timeJob Title: Certified Financial Planner Company Overview: Planyourworld Training Academy Pvt. Ltd. is dedicated to spreading financial literacy and empowerment. We provide comprehensive financial education to help individuals and families take control of their financial futures. Job Summary: **Salary**: - CTC from 10 to 15 lacs + performance...
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Financial Planner
5 days ago
Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...
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Financial Planner
2 weeks ago
Goregaon East, Mumbai, Maharashtra, India Bizaccenknnect Pvt. Ltd. Full time**Job description** **Profile - ** Financial Planner **Experience - **2 years - Must having excellent Communication - Must having Experience as financial Planner. - Deep Knowledge about Financial Planning. **Qualification** - Graduate **Certified - **CFP / CWM / NISM XA-XB. **( any of this must with Graduation )** **Location - **Goregaon East,...
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Financial Planner
3 days ago
Lower Parel, Mumbai, Maharashtra, India SSterling Workforce Enterprises Private Limited Full time**Financial Planner** **Experience: 1+ Year** **Responsibilities**: **Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and retirement planning.** **Coordination with clients: Assist in gathering client data and communicating with clients to understand...
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Financial Planner
1 week ago
Mumbai, Maharashtra, India Naik Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearKey ResponsibilitiesUnderstand client goals and assess current financial status.Prepare detailed financial plans covering budgeting, savings, investments, retirement, and wealth creation.Analyze income, expenses, assets, liabilities, and risk capacity.Create goal-based financial projections and recommendations.Evaluate and suggest suitable investment...
