Certified Financial Planner
2 days ago
Company 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 benefit thousands of financial advisors across 100+ cities and towns. With the aid of technology, we aim to empower over ten thousand financial advisors to help over a million families achieve holistic financial well-being. Role Description This is a full-time hybrid role for a Certified Financial Planner. The role is based in Mumbai but allows some work-from-home flexibility. The Certified Financial Planner will be responsible for content management, research and analysis, training and development for financial advisors in India Qualifications - Financial Planning, Personal Financial Planning, Certified Financial Planner credentials - Experience in Finance and Retirement Planning - Excellent analytical and problem-solving skills - Strong interpersonal and communication skills - Ability to work independently and in a collaborative team environment - Bachelor's degree in Finance, Economics, or related field - Relevant certifications such as QPFP/ CFP are preferred
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeJob Description Company 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...
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Financial Planner
20 hours ago
India Bloom Consulting Services Full timeNA Experience **5 - 8 years** Offered Salary Notice Period **Not Disclosed** **Financial Planner** **Responsible for providing holistic financial planning to clients** **Role Description** - **Help clients understand their personal finance by**: - o Setting up meetings / calls with prospective clients and on-boarding them - o Engaging with them over...
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Financial Planner
20 hours ago
India Bloom Consulting Services Full timeNot Disclosed Experience **5 - 8 Years** Offered Salary **Lakh** Notice Period **Not Disclosed** **Financial Planner** **Responsible for providing holistic financial planning to clients** **Role Description** - **Help clients understand their personal finance by**: - o Setting up meetings / calls with prospective clients and on-boarding them - o...
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Associate Financial Planner
2 weeks ago
India PrimeWealth Full time € 30,000 - € 40,000Associate Financial Planner Location: Remote Experience: Freshers or 1–2 years in financial planning or related roles We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless experience for our clients. As an associate, you will act as the bridge between the client and our internal...
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Associate Financial Planner
2 weeks ago
India PrimeWealth Full timeJob Title: Associate Financial Planner Location: Remote Salary Range: ₹30,000 – ₹40,000 per month Experience: Freshers or 1–2 years in financial planning or related roles CFP or Pursuing CFP is mandatory. About the Role: We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a...
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Associate Financial Planner
2 weeks ago
India PrimeWealth Full timeJob Title: Associate Financial Planner Location: Remote Salary Range: ₹30,000 – ₹40,000 per month Experience: Freshers or 1–2 years in financial planning or related roles CFP or Pursuing CFP is mandatory. About the Role: We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a...
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Associate Financial Planner
2 weeks ago
India PrimeWealth Full time € 30,000 - € 40,000Job Title: Associate Financial Planner Location: Remote Salary Range: ₹30,000 – ₹40,000 per month Experience: Freshers or 1–2 years in financial planning or related roles CFP or Pursuing CFP is mandatory. About the Role: We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a...
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Associate Financial Planner
2 weeks ago
India PrimeWealth Full timeJob Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...
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Financial Advisor
3 weeks ago
Delhi, India kotak life Full timeJob Description Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Financial Advisor, located in Delhi, India. The Financial Advisor will be responsible for providing financial planning advice to clients, assisting with investment strategies, retirement planning, and overall financial advisory. They...
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Chennai, India Holisticinvestment.in Full timeJob Description Key Responsibilities - Analyze client requirements - Gather necessary financial data - Evaluate financial information (income, expenses, loans, insurance, and investments) - Conduct feasibility analysis to achieve client goals - Prepare comprehensive financial reports - Review client portfolio at regular intervals About Company: Holistic...
