Certified Financial Planner

6 months ago

Bengaluru, India Gaining Ground Investment Services Pvt Ltd Full time
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. Imagine the magic of guiding meaningful conversations that help clients align their finances with their life goals.

Responsibilities·

Gain a deep understanding of financial planning practices, actively participate in meetings, take detailed notes, and ensure CRM maintenance. Integrate relevant information into the company's Management Information System (MIS).Stay abreast of broader market trends and investment opportunities to provide clients with the most up-to-date advice and options.Act as a liaison for clients, addressing inquiries and guiding them through the implementation process. Utilize knowledge of their past transactions to ensure comprehensive future planning and advice.Continuously develop and review clients' goal plans, ensuring ongoing alignment with their financial objectives. Manage the back-office operations using Investwell Mint, tallying goals and maintaining accurate data.Maintain client-specific MIS records, including implementation logs, follow-ups, and coordination with the team to ensure seamless plan execution.

QualificationsProficiency in XLS with a knack for functions and formulas to present data meaningfully. Dexterity in using MS Office Suite.Confidence in presenting and navigating investment planning strategies.Adaptability to work collaboratively within a team environment.Excellent communication skills in English, both oral and written, with a keen ability to take notes and distill the essence of conversations.Empathetic listening skills and strong analytical abilities to decipher intricate financial details.A compassionate and people-oriented approach that sets you apart, with additional qualifications in Psychology being a definite plus.

What We Offer:Hands-On Learning:

Gain invaluable hands-on experience in Financial Life Planning from industry experts.Career Growth:

Opportunities abound for professional development and career advancement.Attractive Rewards:

Enjoy competitive compensation and rewards that recognize your contributions.

Suppose you meet these criteria and are ready to embark on a fulfilling career journey with us. In that case, we invite you to apply and join our passionate team dedicated to transforming financial futures.

Join us and discover the art of shaping financial destinies with empathy and expertise. Apply today

  • Financial Planner

    3 months ago

    Bengaluru, Karnataka, India FINPLIFI FINANCIAL PLANNERS AND CONSULTANTS Full time

    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...

  • Financial Planner

    4 months ago

    Jayanagar, Bengaluru, Karnataka, India Vandyam Prasada Foods Private Limited Full time

    **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** -...

  • Certified Financial Planner

    6 months ago

    Bengaluru, India Gaining Ground Investment Services Pvt Ltd Full time

    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....

  • Certified Financial Planner

    6 months ago

    Bengaluru, India Gaining Ground Investment Services Pvt Ltd Full time

    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....

  • Certified Financial Planner

    6 months ago

    Bengaluru, India Gaining Ground Investment Services Pvt Ltd Full time

    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....

  • (15h Left) Certified Financial Planner

    1 month ago

    Bengaluru, India Gaining Ground Investment Services Pvt Ltd Full time

    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....

  • Looking for Certified Financial Planner

    3 days ago

    Bengaluru, India Accsource Full time

    Assist with the preparation of the statements of advice. - Assisting the planners in research and development of advice plans. - Preparation and editing of advice plans. - Review PDS documentation. - Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies. - Management of client...

  • Financial Planner

    3 weeks ago

    Bengaluru, Karnataka, India Fi Full time

    **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...

  • Strategic Financial Planner

    3 weeks ago

    Bengaluru, Karnataka, India Gloify Full time

    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.

  • Financial planner

    3 weeks ago

    Bengaluru, India Liquide Full time

    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...

  • Financial Planner

    3 weeks ago

    Bengaluru, India Liquide Full time

    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...

  • Corporate Financial Planner

    3 weeks ago

    Bengaluru, Karnataka, India Kasplo Full time

    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-...

  • Financial Planner

    3 weeks ago

    Bengaluru, India Liquide Full time

    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...

  • Financial Planner

    3 weeks ago

    Bengaluru, India Liquide Full time

    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...

  • Financial Planner

    3 weeks ago

    Bengaluru, India Liquide Full time

    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...

  • Senior Financial Planner

    3 weeks ago

    Bengaluru, Karnataka, India Sun Mobility Full time

    **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...

  • Financial Planner

    3 weeks ago

    Bengaluru, India Pluscorp Consulting Full time

    Job DescriptionPreparation of Financial Plans:a) Assist advisers in preparation of suitability reports and annual review letters for clients.b) Prepare reports and recommendations covering areas such as pensions, investments, tax planning, and protection.Client Support:c) Liaise with financial advisers to understand client objectives.d) Gather and analyze...

  • Expert Mutual Fund Financial Planner

    3 weeks ago

    Bengaluru, Karnataka, India Creddinv Technologies Pvt Ltd Full time

    About the Role:At Creddinv Technologies Pvt Ltd, we are seeking a highly skilled and client-focused Expert Mutual Fund Financial Planner with 2 to 4 years of experience in financial advisory and investment planning.

  • Senior Financial Planner

    3 weeks ago

    Bengaluru, Karnataka, India Zeptonow Full time

    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...

  • Financial Planner

    3 weeks ago

    Bengaluru, India Pluscorp Consulting Full time

    Job DescriptionPreparation of Financial Plans:a) Assist advisers in preparation of suitability reports and annual review letters for clients.b) Prepare reports and recommendations covering areas such as pensions, investments, tax planning, and protection.Client Support:c) Liaise with financial advisers to understand client objectives.d) Gather and analyze...