Financial Planning Associate

1 month ago


Ahmedabad, India Xpertvoice Full time
Company 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 wealth-planning solutions. We are pioneers in Private Wealth advisory.
Role Description
This 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.
Qualifications
Note: Please Don't apply if you are overconfident and overqualified
Financial Planning and Retirement Planning skills
Analytical Skills
Effective Communication skills
Estate Planning knowledge
Experience in financial analysis and planning
Bachelor's degree in Finance, Business, Economics, or related field
Require Sales skills
Certifications such as NISM, IRDA, or CFP are a plus

  • ahmedabad, India Xpertvoice Full time

    Company 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...


  • ahmedabad, India Xpertvoice Full time

    Company 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...


  • Ahmedabad, India Xpertvoice Full time

    Company 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...


  • Ahmedabad, India Xpertvoice Full time

    Company 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...


  • Ahmedabad, India Xpertvoice Full time

    Company 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...


  • Ahmedabad, India Xpertvoice Full time

    Company 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...


  • Ahmedabad, India Xpertvoice Full time

    Company 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...


  • Ahmedabad, India Xpertvoice Full time

    Company 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...


  • ahmedabad, India Xpertvoice Full time

    Company 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...


  • ahmedabad, India Xpertvoice Full time

    Company 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...

  • Dealing Associate

    7 months ago


    Ahmedabad, 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...

  • Dealing Associate

    6 months ago


    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...

  • Dealing Associate

    6 months ago


    Ahmedabad, Gujarat, India PMS Financial services Full time

    **ABOUT PMS Financial Services**: PMS Financial services is your new age Wealth Management partner. A dynamic team that carries out cutting edge research. PMS Financial Services cuts through the clutter and ensures clients achieve comprehensive financial security while providing them with an unprecedented understanding of the market. **Job Title - Dealing...


  • Ahmedabad, Gujarat, India Taggd Full time

    Taggd is seeking an experienced Financial Planning Manager to join our team. The estimated salary for this role is $150,000 - $220,000 per annum, depending on location and experience.Job Description:The successful candidate will be responsible for developing and implementing comprehensive financial plans that align with our business objectives. This includes...


  • Ahmedabad, Gujarat, India Monarch Networth Capital Limited Full time

    Job 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...


  • Ahmedabad, Gujarat, India Snaphunt Full time

    About the RoleWe are seeking a highly skilled Financial Planning Manager to join our team at Snaphunt. In this role, you will be responsible for leading our financial planning and analysis efforts.


  • Ahmedabad, Gujarat, India The Leaders Hive : The unit of Mukunda Ventures Gl Full time

    Job 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...


  • Ahmedabad, Gujarat, India Micro Orbit Full time

    We are seeking an experienced financial professional to fill the role of International Financial Manager at Micro Orbit. This is a challenging position that requires strong leadership skills and a deep understanding of financial planning, budgeting, and forecasting.Job Summary:The successful candidate will be responsible for managing all financial...


  • Ahmedabad, Gujarat, India Nebula Infraspace LLP Full time

    About 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...


  • Ahmedabad, Gujarat, India PMS Financial services Full time

    **Job Summary**: PMS Financial Services is looking to hire a **Operations & Research 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. **Roles & Responsibilities**: - Undertaking Financial Research and Analysis...