Current jobs related to Experienced Certified Financial Planner - Mohali - VivaJiva Pvt Ltd
-
Brand Planner
4 months ago
Mohali, India medivisual healthworld Full timePosition Overview: We are seeking a highly skilled and experienced Brand Planner who can develop effective strategies for our clients' brands and manage a client servicing team. As a Brand Planner and Client Servicing Specialist, you will play a crucial role in helping our clients achieve their marketing objectives and build strong brand identities. This...
-
Accounts Executive
3 months ago
Mohali, India Smart Ride Trip Planner Full timeHiring for the position of Accounts Executive - Solid understanding of accounting software and basic accounting principles - Being accurate with numbers and having good quantitative skills - Auditing financial documents to ensure they are accurate and maintaining the confidentiality of the financial data - Maintain the privacy of financial information, and...
-
Accounts Executive
3 months ago
Mohali, Punjab, India Smart Ride Trip Planner Full timeHiring for the position of Accounts Executive - Being accurate with numbers and having good quantitative skills - Auditing financial documents to ensure they are accurate and maintaining the confidentiality of the financial data - Maintain the privacy of financial information, and when necessary, backup databases - Make and evaluate the organization’s...
-
Dispatcher (5+ Year of Experience) for Usa Based
3 months ago
Mohali, India M&J carrier inc Full time_**!!! Make sure you must have experience in a USA based trucking company as a Dispatcher** **Have Experience in booking loads before going forward !!!**_ **We are a USA Based, privately owned trucking company looking for an experienced planner/Dispatcher to help manage our Growing company and this can be your chance to lead a team for a fast growing...
-
Medical Officer Fresher
4 months ago
Mohali district, Punjab, India MEDI ASSIST INSURANCE TPA PRIVATE LIMITED Full time**Job description**: **Roles and Responsibilities** 01. Involves Processing of Claims ( Preauthorization / Reimbursement claims) 02. Validating and processing these claims within TAT 03. With good communication and medical Knowledge 04. TPA Experience is an added advantage **Financial**: To see to that there is no financial implication for the...
-
Part Time Yoga Teacher
4 months ago
Mohali, India AMIT's Yogshala Full timeAmit's Yogshala ,a team of passionate dynamic and dedicated Yoga Teachers, we extend the pioneering practice of Yoga from personal yoga sessions, studio yoga classes to group and corporate sessions in and out of the academy. We host yoga retreats and have a firm base in healing through Therapeutic Yoga. Amit’s Yogshala is also recognized as a **Certified...
-
Digital Marketing Intern
3 months ago
Mohali, India Wealth Guardians Financial Services Full timeSEO and website internship About the Internship Profile (SEO): This internship offers a valuable opportunity to gain hands-on experience in search engine optimization (SEO) and website management. As an intern, you will work closely with our SEO and digital marketing team to optimize website content, improve search engine rankings, and enhance the overall...
-
Part Time Yoga Teacher
4 months ago
Mohali, India Yogshala By Amit Full timeAmit's Yogshala ,a team of passionate dynamic and dedicated Yoga Teachers, we extend the pioneering practice of Yoga from personal yoga sessions, studio yoga classes to group and corporate sessions in and out of the academy. We host yoga retreats and have a firm base in healing through Therapeutic Yoga. Amit’s Yogshala is also recognized as a **Certified...
-
Junior Project Coordinator
3 months ago
Mohali, India Deliverable Services Full timeWe are looking for a responsible Project Coordinator to administer and organize all types of projects, from simple activities to more complex plans. Project Coordinator responsibilities include working closely with our Project Manager to prepare comprehensive action plans, including resources, timeframes and budgets for projects. You will perform various...
-
Accounts Faculty
3 months ago
Mohali, India Vikramas Edutech Full time**This Job is for Teaching Faculty related to Edutech field and with passion to teach.** **Job Overview**:The accounts faculty is responsible for delivering effective and engaging accounting instruction to students, fostering a positive and conducive learning environment, and providing support and guidance to students pursuing accounting-related...
-
Welder/fitter/painter
4 months ago
Mohali, Punjab, India Arrow Jobs Placement Full time_**Hiring For ITI Certified in Dera Bassi (Punjab)**_ - **Welder: - 3 Nos**_ - **Fitter: - 3 Nos**_ - **Painter: - 3 Nos**_ - Qualification: - **ITI**: - Location: - **Dera Bassi, Punjab**: - Salary: - **13k-18k**: - Shift Timing: - **8am-6.30pm & 6.30pm-5am (Rotational)** Experience: - **Fresher & Experienced** **Job Types**: Full-time,...
-
Account Executive
3 months ago
Mohali, India RSG Data Management Services Pvt Ltd Full timeWe are expanding our Accounting team! Are you highly organized and detail-oriented? We are looking for an experienced Accounts Executive. **WHAT YOU’LL DO** - Day-to-day bookkeeping, and financial transactions, including accounts payable and receivable and payroll. - Assisting in the preparation of financial statements, reports, and budgets. -...
-
Payroll Executive
3 months ago
Mohali, Punjab, India Mobile Programming India Private Limited Full time**Experience Require : 2 Years** **Contact : 8219710194** We are seeking a detail-oriented and experienced Payroll Executive to join our team. The Payroll Executive will be responsible for ensuring accurate and timely processing of payroll for all employees, while adhering to company policies and regulatory requirements. This role requires strong...
-
Payroll Executive
4 months ago
Mohali, Punjab, India Mobile Programming India Private Limited Full time**Experience Require : 6 months to 2 Years** **Contact : 8219710194** We are seeking a detail-oriented and experienced Payroll Executive to join our team. The Payroll Executive will be responsible for ensuring accurate and timely processing of payroll for all employees, while adhering to company policies and regulatory requirements. This role requires...
-
Record to Report-am
3 months ago
Mohali, India EXO Edge Advantage India Pvt. Ltd. Full timeWe are looking for experienced AM to join our global finance team. You will be responsible for financial statements & reporting, bank reconciliations for all Fund entities, AMF calculations, investor reporting, capital transaction management, financial reporting, audit supports, investment acquisitions, investment dispositions and other general functions....
-
Company Secretary
4 months ago
Mohali, India LDM Global Full timeEXO Edge is looking for experienced Company Secretary professional to join our legal function. In your journey at EXO Edge, you will be: **Fulfilling the below roles and responsibilities**: - Transcribe audio recording of Board meetings received from the client to text transcript. - Use the transcribed word output to prepare minutes of the Board...
-
Finance Operations
2 months ago
Mohali, India AVASO Technology Solutions Full timeTitle -Subject Matter Expert (SME) - Finance OperationsDepartment:Finance OperationsLocation -Mohali / BengaluruSummary :We are seeking a highly motivated and experienced Subject Matter Expert (SME) to join our Finance Operations team and provide expert-level knowledge and support for our multi-entity financial operations. This role will be responsible for...
-
Accounts Executive
3 months ago
Mohali, India Novagems PVT LTD Full time**Shift: Night shift** **Job Location - Phase 8B, Ind. Area, Mohali** **Company's Website**: - novage.ms **Qualifications** - QuickBooks (required) - Accounting (required) - Bachelor's (preferred) - Zoho (preferred) **Full Job Description** We are looking for an Accountant experienced in Quick Books and US/Canada Accounting to manage all financial...
-
Project Cost Controller
4 months ago
Mohali, India Vienna IT Solutions Pvt. Ltd. Full timeJob Description: Cost Controller - ERP Projects Company: Vienna Advantage Location: Mohali We are seeking a skilled and experienced Cost Controller to join our team at Vienna Advantage. As a Cost Controller for ERP projects, you will play a crucial role in tracking and managing project costs, ensuring accurate allocation of time, and maintaining project...
-
Accounts Intern
4 months ago
Mohali, India AMK Global Group Limited Full timeJob Description: **Responsibilities**: - Assist in accounts receivable and accounts payable processes. - Prepare and maintain financial records, including ledgers, journals, and invoices. - Assist in bank reconciliations and financial reporting. - Help in the preparation of financial statements. - Support the finance team in various administrative tasks. -...
Experienced Certified Financial Planner
4 months ago
**Job description**
**About the job**
We are seeking an experienced financial planner to create, refine, and maintain financial plans
financial planning field and an ability to work both independently and in a team environment.
**CFP certification mandatory on this Jobs.**
**Responsibilities**:
- Complete financial analysis and Prepare financial plans for our financial advisors clients
using current financial planning software platforms to include Envestnet/MoneyGuide,
Right Capital, Advicent/Naviplan, Emoney, etc.
- Interview clients when necessary to determine current goals, financial objectives,
income, expenses, insurance coverage, tax status, risk tolerance, and other information
required to create a financial plan.
when needed.
- Contact clients periodically to update financial plans.
- Keep meticulous record of all activities in CRM (Salesforce).
- Respond to the Chief Compliance Officer and other compliance personnel as
required/requested for completion of various compliance tasks.
- Perform other duties as required.
**Skills**
- Resourcefulness and high level of self-motivation.
- Possess a true desire to help others achieve their financial goals.
- Possess strong time management and organizational skills.
- Dedicated team player with strong follow up, communication, and presentation skills.
- Strong Microsoft Office skills required.
**Education, Training, and Experience**
- At least five years experience preparing financial plans.
- Bachelors degree required with concentration in accounting, finance, economics, or
related field preferred.
- Certified Financial Planning designation (CFP) required.
- Current knowledge of US taxes, insurance, and retirement plans.
**Salary**: ₹70,000.00 - ₹150,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Evening shift
- Monday to Friday
- Night shift
- US shift
Supplemental pay types:
- Overtime pay
- Performance bonus
- Quarterly bonus
- Yearly bonus
Ability to commute/relocate:
- Mohali, Punjab: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 1 year (preferred)
- CFP: 4 years (preferred)
License/Certification:
- CFP (preferred)
Application Deadline: 23/06/2023