Financial Planning Specialist
3 weeks ago
Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you Key Responsibilities: ü Build strong relationships with clients by understanding their goals and offering personalized financial solutions. ü Guide individuals in making informed financial decisions for long-term financial well-being. ü Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. ü Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. ü Analyze financial data, track progress, and optimize financial plans for better results. ü Represent Finnovate at conferences, meetings, and industry events to promote financial education. Qualifications & Skills: Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred). A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same Minimum of 2 years of experience in financial advisory or related fields Strong knowledge of financial planning, investment strategies, and wealth management. Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients. Analytical mindset with the ability to assess financial data and provide strategic recommendations. Self-driven, goal-oriented, and passionate about helping others achieve financial success.
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Financial Planning Specialist
5 days ago
Nashik, Maharashtra, India Finnovate Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob DescriptionJob Title: Financial Planning Specialist / Financial Advisory / Financial Planning ExpertAre you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for youKey Responsibilitiesü Build strong relationships with clients by...
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Financial Planning Specialist
3 weeks ago
Nashik, India Finnovate Full timeJob Description Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: ü Build strong relationships with...
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Financial Planning Specialist
2 days ago
nashik, India beBeeexpert Full timeOracle Expertise RequiredWe are seeking an accomplished Oracle specialist to spearhead the implementation and support of our financial planning and forecasting processes.About This RoleMain Responsibilities:To configure and optimize Oracle EPM applications, ensuring seamless integration with other data management systems.To develop and maintain high-quality...
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nashik, India beBeeFinancialPlanning Full timeJob OverviewThe role of a Financial Planning and Analysis Specialist involves implementing and supporting Oracle EPM applications to drive strategic decision-making. This position requires in-depth knowledge of financial planning processes, as well as proficiency in configuring Oracle EPM applications such as Oracle Planning and Budgeting Cloud Service...
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Financial Planning Specialist
7 hours ago
Nashik, Maharashtra, , India Finnovate Full time ₹ 4,00,000 - ₹ 12,00,000 per yearJob Title: Financial PlanningSpecialist / Financial Advisory / Financial Planning ExpertAre you passionate about empoweringpeople with financial knowledge? Do you thrive on helping individuals makesmart financial decisions for a secure future? If yes, then this role is foryouKey Responsibilities:ü Build strong relationships withclients by understanding...
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Financial Relationship Specialist
4 days ago
nashik, India beBeeRelationship Full timeFinancial Relationship SpecialistWe are seeking a highly skilled and experienced financial relationship specialist to join our team.The successful candidate will be responsible for managing client relationships, identifying client needs, and providing tailored financial solutions.Key Responsibilities:Understanding clients' financial goals and...
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Financial Planning Analyst
2 weeks ago
Nashik, India Roundglass Living Full timePosition Title: Financial Analyst Location: MohaliPosition Type: Regular, Full-timeWho we are:At Roundglass, our primary goal is to make a positive impact on people's lives worldwide. We are constantly seeking individuals who share our passion for meaningful work and are driven by a sense of purpose. If you care about making a difference and want to be part...
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Senior Financial Planning Expert
4 days ago
nashik, India beBeeFinancial Full timeAbout this opportunityWe are seeking a Senior FP&A Professional to join our team at Offshore Minds.You will support the Finance Director in driving strategic insights for transactions ranging from $50M to $500M+Key ResponsibilitiesOversee financial reporting, month/year-end close, and compliance with U.S. GAAP standards.Manage billing cycles, profitability...
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Financial Administrative Support Specialist
4 days ago
nashik, India beBeeAccounting Full timeAccounting Operations SpecialistOur company seeks a detail-oriented Accounting Operations Specialist to support the day-to-day accounting activities. This role involves maintaining accurate financial records, ensuring compliance with organizational and statutory requirements, and providing administrative support to the finance team.Key...
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Financial Operations Specialist
2 days ago
nashik, India beBeeAccounting Full timeFinancial Operations SpecialistWe seek a detail-oriented and organized professional to maintain accurate financial records, ensure timely reporting, and support our organization's financial operations.Record daily financial entries with accuracy and timeliness.Prepare and update Balance Sheets, Profit & Loss statements, and other financial reports.Manage...