▷ (3 Days Left) Financial Planner
2 days ago
🚀 We're Hiring at Liquide Are you passionate about helping people achieve their financial goals? At Liquide, we're on a mission to simplify wealth creation and empower investors with actionable insights. We're looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team. What you'll do: - Provide end-to-end financial planning services – from retirement and education planning to home buying and wealth creation. - Conduct risk profiling and design optimal asset allocation strategies tailored to individual needs. - Track macroeconomic indicators, policy changes, and sectoral developments that impact equity markets. Translate market complexity into simple, actionable insights, empowering clients to make confident decisions. - Engage in meaningful client discussions to guide them through their financial journeys. Who we're looking for: 3–5 years of relevant experience in financial planning or wealth management. Strong analytical and communication skills. A passion for simplifying finance and building long-term client relationships. Qualifications: - Expertise in Financial Planning and Personal Financial Planning - Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) - Excellent analytical and communication skills - Ability to work independently and collaboratively - Experience in the investment advisory or financial planning industry - Bachelor's degree in Finance, Business, or related field If this sounds like you—or someone you know—let's talk
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Financial Planner
5 days ago
Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...
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Financial Planner
1 week ago
Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full timeWe 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,...
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Financial Planner
3 days ago
Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full timeWe 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,...
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Financial Planner
2 days ago
Mumbai, India Liquide Full time🚀 We’re Hiring at Liquide! Are you passionate about helping people achieve their financial goals? At Liquide, we’re on a mission to simplify wealth creation and empower investors with actionable insights. We’re looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team....
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Financial Planner
2 days ago
mumbai, India Liquide Full time🚀 We’re Hiring at Liquide! Are you passionate about helping people achieve their financial goals? At Liquide, we’re on a mission to simplify wealth creation and empower investors with actionable insights. We’re looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team....
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Financial Planner
2 days ago
Mumbai, India Liquide Full timeWe’re Hiring at Liquide!Are you passionate about helping people achieve their financial goals?At Liquide, we’re on a mission to simplify wealth creation and empower investors with actionable insights. We’re looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team.What...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
18 hours ago
Mumbai, India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
7 hours ago
mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
5 hours ago
Mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
