Associate Financial Planner
2 days ago
Job Title: Associate Financial Planner Location: Remote Salary Range: ₹30,000 – ₹40,000 per month Experience: Freshers or 1–2 years in financial planning or related roles CFP or Pursuing CFP is mandatory. About the Role: We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless experience for our clients. As an associate, you will act as the bridge between the client and our internal support team, as well as between the lead advisor and the client. Your role is crucial in helping clients feel supported, understood, and guided at every step of their financial journey. You’ll work closely with senior advisors to execute financial plans, coordinate client meetings, and ensure timely follow-ups, all while developing your skills in financial planning and client communication. What You’ll Do: Coordinate across teams: Act as the communication bridge between the lead advisor, internal support teams, and the client to ensure that all planning-related tasks are executed efficiently and on time. Support client meetings: Prepare meeting notes, collect relevant data, and help structure financial plans. Join client meetings alongside the lead advisor and ensure all action items are tracked and completed. Assist in financial planning: Work closely with the lead advisor to build and update financial plans, run basic analyses, and prepare investment summaries and reports for client discussions. Manage follow-ups: Ensure timely follow-ups after client meetings, track deliverables, and update internal systems to keep the planning process moving forward smoothly. Maintain client records: Organize and update client documentation, investment details, and financial goals in our systems to ensure easy access and compliance. Enable a seamless client experience: Be proactive in resolving client queries, coordinating with internal teams, and ensuring every client feels supported throughout their financial journey. Requirements: A fresher or a candidate with up to 2 years of relevant experience in financial services or wealth management Strong communication and interpersonal skills Detail-oriented and able to manage multiple tasks with deadlines Eager to learn and take initiative in a dynamic team environment Comfortable working with financial tools, software, and spreadsheets Preferably a graduate in finance, commerce, or a related field (CFP students or aspirants are a plus) Important: Please do not apply without carefully reading the full job description above. This role requires a high level of responsibility, proactiveness, and empathy. We're building long-term relationships with clients and we’re looking for someone who truly wants to grow in this field.
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Associate Financial Planner
2 days ago
India PrimeWealth Full timeJob Title: Associate Financial Planner Location: Remote Salary Range: ₹30,000 – ₹40,000 per month Experience: Freshers or 1–2 years in financial planning or related roles CFP or Pursuing CFP is mandatory. About the Role: We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a...
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Associate Financial Planner
3 days ago
India PrimeWealth Full timeJob Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...
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Financial Planner
5 days ago
India Bloom Consulting Services Full time**Financial Planner ( Job ID : 000000263 )**: NA Experience **5 - 8 years** Offered Salary Notice Period **Not Disclosed** **Financial Planner** **Responsible for providing holistic financial planning to clients** **Role Description** - **Help clients understand their personal finance by**: - o Setting up meetings / calls with prospective clients...
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Certified Financial Planner
2 weeks ago
Mumbai, India Network FP Full timeJob Description 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...
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Certified Financial Planner
3 weeks ago
Mumbai, Maharashtra, India, Maharashtra 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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Associate Planner
2 weeks ago
IND-Pune Office Gera Commerzone, Building no (G) Survey, India Ecolab Food Safety & Hygiene Solutions Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAssociate Planner Our Global Supply Chain is a network of more than 300 manufacturing plants, distribution centers and other facilities designed and located to support our direct sales, marketing and distribution activities. We enable company growth by delivering savings through more efficient operations and high levels of service that create competitive...
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Chennai, India Holisticinvestment.in Full timeJob Description Key Responsibilities - Analyze client requirements - Gather necessary financial data - Evaluate financial information (income, expenses, loans, insurance, and investments) - Conduct feasibility analysis to achieve client goals - Prepare comprehensive financial reports - Review client portfolio at regular intervals About Company: Holistic...
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Life Planner
1 week ago
telangana, india, india SLP at TATA AIA Full timeJob Title: Life Planner / AdvisorLocation: RemoteJob Type: Commission-BasedCompensation: Commission + Rewards and Performance-Based BonusesAbout Us:TATA AIA Life Insurance is a rapidly growing Life Insurance company dedicated to helping individuals and families protect their futures through smart life insurance solutions. We pride ourselves on our...
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Life Planner
7 hours ago
telangana, india, india SLP at TATA AIA Full timeJob Title: Life Planner / AdvisorLocation: RemoteJob Type: Commission-BasedCompensation: Commission + Rewards and Performance-Based BonusesAbout Us:TATA AIA Life Insurance is a rapidly growing Life Insurance company dedicated to helping individuals and families protect their futures through smart life insurance solutions. We pride ourselves on our...
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India LIFE LINE ASSOCIATES Full timeJob Description Company Description Life Line Associates is a trusted partnership firm specializing in the insurance sector, with a strong focus on life insurance solutions. Our commitment is to provide comprehensive and tailored insurance plans that secure the financial future of individuals and families. We strive to offer strong, reliable financial...
