Financial Planner

3 weeks ago

Hyderabad, India Makuta Developers and Infrastructure pvt Ltd Full time

We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for analyzing our clients' financial situations and crafting comprehensive plans to assist them in achieving their financial goals. Your expertise in investment strategies, risk management, and financial analysis will be crucial in providing tailored recommendations to our diverse client base.

**Responsibilities**:

- Conduct in-depth assessments of clients' financial situations, including income, expenses, investments, and long-term goals.
- Develop personalized financial plans aligned with clients' objectives, considering risk tolerance, time horizon, and financial circumstances.
- Provide expert guidance on investment opportunities, asset allocation, retirement planning, and estate planning.
- Collaborate with clients to monitor and review their financial plans regularly, making adjustments as necessary to ensure alignment with evolving goals and market conditions.
- Stay updated on financial trends, investment products, and regulatory changes to offer informed advice and maintain compliance.
- Build and maintain strong client relationships through effective communication and responsiveness to their needs.

**Requirements**:

- Bachelor's degree in Finance, Economics, Business, or related field; Master's degree or CFP certification preferred.
- Proven experience (X years) working as a Financial Planner or in a similar role within the financial services industry.
- Strong knowledge of financial planning principles, investment strategies, taxation, and retirement planning.
- Excellent analytical skills with the ability to interpret complex financial information.
- Outstanding communication and interpersonal abilities.
- Certification such as CFP, ChFC, or similar credentials would be advantageous.
- Proficiency in financial planning software and Microsoft Office suite.

Join our team and contribute your expertise to help our clients navigate their financial journeys toward success and security.

**Job Types**: Full-time, Permanent

**Salary**: ₹40,000.00 - ₹70,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Hyderabad, Telangana: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Financial planning: 4 years (preferred)

  • Financial Planner/paraplanner

    4 weeks ago

    Domalguda, Hyderabad, Telangana, India Prosporaisers Financial Services Full time

    Overview of the Role This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk. Role details : Paraplanners provide support to financial advisers and their clients...

  • Financial Planner

    1 month ago

    Hyderabad, India VMSIGMA FINSERV PRIVATE LIMITED Full time

    **Job description** **Job Description of a CFP** - Must be good at All calculations like FV, PV, RATE, NETWORTH...etc - Deliver a full range of goals-based financial planning/wealth strategies including assessment of client needs - Deliver holistic goals-based financial solutions to clients - Prepare and present detailed customized client reports - To...

  • Planner Iii

    4 weeks ago

    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...

  • Commodity Planner II

    2 weeks ago

    hyderabad, India TechnipFMC Full time

    Commodity Planner II Location: Hyderabad, IN Employment type: Employee Place of work: Office Offshore/Onshore: Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration – and we want you to be part of it. You’ll be joining a...

  • Commodity Planner II

    2 days ago

    hyderabad, India TechnipFMC Full time

    Commodity Planner II Location: Hyderabad, IN Employment type: Employee Place of work: Office Offshore/Onshore: Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration – and we want you to be part of it. You’ll be joining a...

  • Commodity Planner II

    3 days ago

    Hyderabad, India TechnipFMC Full time

    Commodity Planner II Location: Hyderabad, IN Employment type: Employee Place of work: Office Offshore/Onshore: Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration – and we want you to be part of it. You’ll be joining a...

  • Headcount Planner, D2AS

    1 month ago

    hyderabad, India ADCI HYD 20 SEZ Full time

    At Amazon, we are working to be the most customer-centric company on earth. To get there, we need exceptionally talented, bright, and driven people. If you would like to help us build the place to find and buy anything online, this is your chance to make history.We are looking for a talented Headcount Planner (Analyst) to join the D2AS Capacity Planning...

  • Headcount Planner, D2AS

    1 month ago

    Hyderabad, India ADCI HYD 20 SEZ Full time

    At Amazon, we are working to be the most customer-centric company on earth. To get there, we need exceptionally talented, bright, and driven people. If you would like to help us build the place to find and buy anything online, this is your chance to make history. We are looking for a talented Headcount Planner (Analyst) to join the D2AS Capacity Planning...

  • Certified Financial Planner

    4 weeks ago

    Hyderabad, India TheFinBridge Full time

    Job Description of a CFP Must be good at All calculations like FV, PV, RATE, NETWORTH...etc Deliver a full range of goals-based financial planning/wealth strategies including assessment of client needs Deliver holistic goals-based financial solutions to clients Prepare and present detailed customized client reports To review the Investment Strategy and...

  • Commodity Planner 2

    1 month ago

    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...

  • Certified Financial Planner

    4 weeks ago

    Hyderabad, India Guardian Capital Investment Advisors Pvt ltd Full time

    Location: Hyderabad, India Qualification: Undergraduate degree, IA designation (Investment Advisor I and II exams)/ NISM series V-A Mutual fund Distributors Certificate Examination. Experience: At least 2 years of experience preferred **Responsibilities**: - Client onboarding, transaction execution across MFU, BSE Star MF and PMS houses...

  • Project Planner

    4 weeks ago

    hyderabad, India emerson Full time

    Job Summary : We are hiring for Project Planner who will be responsible to develop, maintain and analyse project schedules, prepare monthly progress reports, resource loading and forecast reports. The role will provide support to the Project Manager and Resource Manager. If you possess the requirements we are looking for, Emerson has a phenomenal...

  • Project Planner

    1 month ago

    Hyderabad, India emerson Full time

    Job Summary : We are hiring for Project Planner who will be responsible to develop, maintain and analyse project schedules, prepare monthly progress reports, resource loading and forecast reports. The role will provide support to the Project Manager and Resource Manager. If you possess the requirements we are looking for, Emerson has a phenomenal...

  • Tactical Supply Planner

    4 weeks ago

    hyderabad, India Micron Full time

    Our vision is to transform how the world uses information to enrich life for all. Micron Technology is a world leader in innovating memory and storage solutions that accelerate the transformation of information into intelligence, inspiring the world to learn, communicate and advance faster than ever. JR42459 Tactical Supply Planner As the leader in...

  • Tactical Supply Planner

    1 month ago

    Hyderabad, India Micron Full time

    Our vision is to transform how the world uses information to enrich life for all. Micron Technology is a world leader in innovating memory and storage solutions that accelerate the transformation of information into intelligence, inspiring the world to learn, communicate and advance faster than ever. JR42459 Tactical Supply Planner As the leader in...

  • Global Asset Planner

    2 weeks ago

    hyderabad, India TechnipFMC Full time

    Global Asset Planner Location: Hyderabad, IN Employment type: Employee Place of work: Office Offshore/Onshore: Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration – and we want you to be part of it. You’ll be joining a...

  • Global Asset Planner

    2 weeks ago

    Hyderabad, India TechnipFMC Full time

    Global Asset Planner Location: Hyderabad, IN Employment type: Employee Place of work: Office Offshore/Onshore: Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration – and we want you to be part of it. You’ll be joining a...

  • Investment Advisor

    4 weeks ago

    Hyderabad, India Guardian Capital Investment Advisors Full time

    **Responsibilities** Assist in making and presenting financial plans (using excel and powerpoint) Train under the senior financial planner Assist in conducting research on equities Assist in conducting research on mutual funds Create financial models, graphs etc., to showcase research Work with both, the financial planning and the research...

  • External Material Planner 13

    4 weeks ago

    Hyderabad, Telangana, India Novartis Argentina Full time

    Job ID- 368362BR- Mar 21, 2023- India**Job Description**: - 28,000 associates of more than 100 nationalities deliver high quality and affordable medicine on time, every time, safely and efficiently. - Your responsibilities include, but not limited to: - Job Purpose: Implementing the material planning and operational buying activities of the incoming...

  • SAP FICO Treasury Consultant

    1 week ago

    hyderabad, India DigiHelic Solutions Pvt. Ltd. Full time

    Experience:- 5+ years of experience Location:- Hyderabad FICO – Treasury: Candidate should be having adequate FICO Experience and the below areas of Treasury: Hands-on experience with any of the SAP Treasury core components (i.e. Cash management, Transaction manager, In-house cash, Risk analyzers, Liquidity planner, Hedge management and accounting, SWIFT...