Financial Planning Associate
1 month ago
Role DescriptionThis 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.
QualificationsNote: Please Don't apply if you are
overconfident
and
overqualifiedFinancial Planning and Retirement Planning skillsAnalytical SkillsEffective Communication skillsEstate Planning knowledgeExperience in financial analysis and planningBachelor's degree in Finance, Business, Economics, or related fieldRequire Sales skillsCertifications such as NISM, IRDA, or CFP are a plus
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Financial Planning Associate
1 month 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...
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Financial Planning Associate
1 month 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...
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Financial Planning Associate
1 month 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...
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Financial Planning Associate
4 weeks 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...
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Financial Planning Associate
1 month 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...
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Financial Planning Associate
1 month 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...
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Financial Planning Associate
1 month 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...
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Financial Planning Associate
1 month 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...
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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...
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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...
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Dealing Associate
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Dealing Associate
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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...
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Dealing Associate
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Financial Planning Director
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Ahmedabad, Gujarat, India Monarch Networth Capital Limited Full timeJob Title:Financial Planning DirectorCompany Overview:We are Monarch Networth Capital Limited, a dynamic financial services company seeking an experienced Financial Planning Director to oversee our accounting and finance functions. As a key member of our team, you will play a critical role in shaping our financial strategy and ensuring the accuracy and...
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Ahmedabad, Gujarat, India The Leaders Hive : The unit of Mukunda Ventures Gl Full timeJob Overview:Kasplo is seeking a highly skilled Financial Planning Expert to join our team. As a key member of our finance department, you will be responsible for analyzing financial data and providing accurate information to support business decisions.Key Responsibilities:- Analyze financial data to identify trends and areas for improvement- Develop and...
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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...
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Financial Planning Director
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Ahmedabad, Gujarat, India Monarch Networth Capital Limited Full timeJob OverviewMonarch Networth Capital Limited is seeking a highly skilled Financial Planning Director to oversee various accounting and finance functions. The ideal candidate will have 5 years of experience in a broking/financial services company.About the RoleWe offer an attractive salary package, estimated at ₹1.2 million per annum, based on industry...