Associate Financial Planner
6 days ago
Job 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 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
5 days ago
Delhi, 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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Associate Financial Planner
5 days ago
New Delhi, 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
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Delhi, India Triedge Solution Full timePosition: Financial Planner Location: Delhi **Salary**: 300000 - 400000 Annually Job role: Analyze clients' financial statuses (e.g. income, expenses and liabilities) - Examine and suggest financial opportunities (e.g. insurance plans, investments) - Develop sound plans and budgets for clients. - Customize financial plans according to clients' changing...
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Certified Financial Planner
5 days ago
Delhi, Delhi, India Planyourworld Training Academy pvt ltd Full time ₹ 6,00,000 - ₹ 10,00,000 per yearJob Tital: Certified Financial Planner (CFP)Location:Experience: 1–3 years (or as required)Employment Type: Full-timeAbout the Role:We are seeking a skilled and client-focused Certified Financial Planner (CFP) to join our team. The ideal candidate will provide expert financial advice, develop personalized financial strategies, and help clients achieve...
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Finance Manager
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New Delhi, India PERFECTLY AVERAGE Full timeCompany Description PERFECTLY AVERAGE isn’t your typical jewelry brand — we’re redefining what “everyday luxury” means. Our demi-fine pieces blend high design with honest pricing, made to elevate your 9-to-9 look without the markup. From timeless chains to trend-driven watches, we craft pieces that feels personal, powerful, and perfectly you.Role...
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Certified Financial Planner
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Certified Financial Planner
5 days ago
New Delhi, India Corenza Full timeRoles & Responsibilities:- Coordinating new client onboarding process with the back office team - Data gathering and Financial plan creation within agreed TAT and as per process checklists - Presentation of draft and final plans - Portfolio reviews and recommendations - Presentation of portfolio reviews and investment recommendations/exits to clients within...
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Art Planner
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New Delhi, India MeMeraki Full timeCompany Description As India’s first ‘culture-tech’ platform at MeMeraki.com, we are not just showcasing craft; we are creating a global movement to empower India's master artists from the remotest corners of India. By scaling traditional practices with technology, we offer new livelihood opportunities and ensure that these timeless art forms find a...
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Art planner
3 weeks ago
New Delhi, India MeMeraki Full timeCompany Description As India’s first ‘culture-tech’ platform at Me Meraki.com, we are not just showcasing craft; we are creating a global movement to empower India's master artists from the remotest corners of India. By scaling traditional practices with technology, we offer new livelihood opportunities and ensure that these timeless art forms find a...
