Financial Planner

**job summary** **Financial Planner responsibilities and duties** The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to. - Execute the...

**Financial Planner** **Experience: 1+ Year** **Responsibilities**: **Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and retirement planning.** **Coordination with clients: Assist in gathering client data and communicating with clients to understand...

**Job description** **Profile - ** Financial Planner **Experience - **2 years - Must having excellent Communication - Must having Experience as financial Planner. - Deep Knowledge about Financial Planning. **Qualification** - Graduate **Certified - **CFP / CWM / NISM XA-XB. **( any of this must with Graduation )** **Location - **Goregaon East,...

Job Opening: Relationship Manager (Financial Planner)Key Responsibilities:• Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)• Evaluation and analysis of the client’s current financial position• Development and presentation of the financial analysis to the client• Implementation...

Job Opening: Relationship Manager (Financial Planner) Key Responsibilities: • Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations) • Evaluation and analysis of the client’s current financial position • Development and presentation of the financial analysis to the client ...

Job Description: Experience: 1 Year Education & Certification: Bachelor's Degree in Finance or Related Field CFP / NISM 10(A) / NISM 10(B) **Skills**:Strong Knowledge in MS Office Good Communication Skills Client Handling Financial Planning Strong Understanding of the Investment Business **Responsibilities**: Provide financial planning support to...

Job Opening: Relationship Manager (Financial Planner) Key Responsibilities: • Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations) • Evaluation and analysis of the client’s current financial position • Development and presentation of the financial analysis to the client...

Job Opening: Relationship Manager (Financial Planner)Key Responsibilities:•Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)•Evaluation and analysis of the client’s current financial position•Development and presentation of the financial analysis to the client•Implementation of...

Job Opening: Relationship Manager (Financial Planner)Key Responsibilities:• Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)• Evaluation and analysis of the client’s current financial position• Development and presentation of the financial analysis to the client• Implementation...

**JOB DESCRIPTION**: **Experience: 2+ Years in Financial Planning** **Certification: CFP CERTIFIED FINANCIAL PLANNER** **CWM / NISM XA - XB** **Location: Goregaon Mumbai** ▪ Create a financial plan after understanding the client profile. ▪ Understand Approach and services. ▪ Keep an eye on the Client Financial Plan and hold meetings to discuss...

We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3 - 5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3-5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3-5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3-5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.The...

**JOB RESPONSIBILITIES** - Should have knowledge of financial planning - Have to work on various PPT and XL formulas to present certain requirement of clients in specific format - Innovate new way of presenting data to clients every time - Product specific planning and monitoring the performance - Working closely with senior planner and executing day to day...

Assistant Manager - Financial Planning & Analysis Job DescriptionWe are seeking an experienced Financial Analyst to join our Group Business Finance and Strategy team.About the Role:Develop and maintain financial models, forecasts, and reports to support business decisions.Conduct in-depth analysis of financial data to identify trends, opportunities, and...

The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client...

Job Opening: Relationship Manager (Financial Planner)Key Responsibilities:• Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)• Evaluation and analysis of the client’s current financial position• Development and presentation of the financial analysis to the client• Implementation...

Job Title: Certified Financial Planner Company Overview: Planyourworld Training Academy Pvt. Ltd. is dedicated to spreading financial literacy and empowerment. We provide comprehensive financial education to help individuals and families take control of their financial futures. Job Summary: **Salary**: - CTC from 10 to 15 lacs + performance...