Financial Planner

Financial Concierge FPC- Thane 2 - 6 Years Of Experience No. of Openings - 1 **Responsibilities**: - Understand 1 Finance Approach and services - Create a financial plan after understanding the client profile - Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress - Verifying and cross-checking the...

Responsibilities:Understand 1 Finance Approach and servicesCreate a financial plan after understanding the client profileKeep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progressVerifying and cross-checking the generated financial plansPerform client service activitiesMake nudges for the clientsEnsuring compliance...

Responsibilities:Understand 1 Finance Approach and servicesCreate a financial plan after understanding the client profileKeep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progressVerifying and cross-checking the generated financial plansPerform client service activitiesMake nudges for the clientsEnsuring compliance...

Responsibilities: Understand 1 Finance Approach and services Create a financial plan after understanding the client profile Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress Verifying and cross-checking the generated financial plans Perform client service activities Make nudges for the...

Responsibilities:Understand 1 Finance Approach and servicesCreate a financial plan after understanding the client profileKeep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progressVerifying and cross-checking the generated financial plansPerform client service activitiesMake nudges for the clientsEnsuring compliance...

Responsibilities: Understand 1 Finance Approach and services Create a financial plan after understanding the client profile Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress Verifying and cross-checking the generated financial plans Perform client service activities Make nudges for the clients Ensuring...

Responsibilities:Understand 1 Finance Approach and servicesCreate a financial plan after understanding the client profileKeep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progressVerifying and cross-checking the generated financial plansPerform client service activitiesMake nudges for the clientsEnsuring compliance...

Responsibilities: Understand 1 Finance Approach and services Create a financial plan after understanding the client profile Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress Verifying and cross-checking the generated financial plans Perform client service activities Make nudges for the clients Ensuring...

A job description for a financial advisor typically includes the following elements: **Job Title**: Financial Advisor **Job Summary**: The financial advisor provides comprehensive financial planning and investment management services to clients. They assess clients' financial situations, develop personalized financial strategies, and offer guidance on...

**About Company** The Most Trusted Name in Finance Education **FPA EduTech**is an award-winning ed-tech company offering coaching for globally recognized accounting & finance programs. We are a classroom and online training institute that is committed to helping individuals achieve their educational and career goals. Whether you are a college student trying...

**Be the first step in shaping successful futures!** **FPA EduTech**is an award-winning ed-tech company offering coaching for globally recognized accounting & finance programs. We are a classroom and online training institute that is committed to helping individuals achieve their educational and career goals. Whether you are a college student trying to...

**Requisition ID**: 6394 **Location**: Thane If the chemistry is right, we can make a difference at LANXESS: speed up sports, make beverages last longer, add more color to leisure time and much more. As a leading specialty chemicals group, we develop and produce chemical intermediates, additives, specialty chemicals and high-tech plastics. With more than...