Associate Financial Planner
4 weeks ago
Job 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 seamless experience for our clients. As an associate, you will act as the bridge between the client and our internal support team, as well as between the lead advisor and the client. Your role is crucial in helping clients feel supported, understood, and guided at every step of their financial journey. You’ll work closely with senior advisors to execute financial plans, coordinate client meetings, and ensure timely follow-ups, all while developing your skills in financial planning and client communication. What You’ll Do: - Coordinate across teams: Act as the communication bridge between the lead advisor, internal support teams, and the client to ensure that all planning-related tasks are executed efficiently and on time. - Support client meetings: Prepare meeting notes, collect relevant data, and help structure financial plans. Join client meetings alongside the lead advisor and ensure all action items are tracked and completed. - Assist in financial planning: Work closely with the lead advisor to build and update financial plans, run basic analyses, and prepare investment summaries and reports for client discussions. - Manage follow-ups: Ensure timely follow-ups after client meetings, track deliverables, and update internal systems to keep the planning process moving forward smoothly. - Maintain client records: Organize and update client documentation, investment details, and financial goals in our systems to ensure easy access and compliance. - Enable a seamless client experience: Be proactive in resolving client queries, coordinating with internal teams, and ensuring every client feels supported throughout their financial journey. Requirements: - A fresher or a candidate with up to 2 years of relevant experience in financial services or wealth management - Strong communication and interpersonal skills - Detail-oriented and able to manage multiple tasks with deadlines - Eager to learn and take initiative in a dynamic team environment - Comfortable working with financial tools, software, and spreadsheets - Preferably a graduate in finance, commerce, or a related field (CFP students or aspirants are a plus) Important: Please do not apply without carefully reading the full job description above. This role requires a high level of responsibility, proactiveness, and empathy. We're building long-term relationships with clients and we’re looking for someone who truly wants to grow in this field.
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Associate Financial Planner
4 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
4 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 Planner
2 days ago
India Bloom Consulting Services Full time**Financial Planner ( Job ID : 000000263 )**: NA 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...
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Financial Planner
2 weeks 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
2 weeks 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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Certified Financial Planner
2 weeks ago
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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Mainframe Capacity Planner
2 weeks ago
India Ensono Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob SummaryThe senior level capacity planner role has principal responsibilities for managing multiple mainframe client accounts to ensure optimal performance. These responsibilities include development of repeatable processes for providing KPI metrics aligned with organizational and client commitments. A core function is to identify and perform detail...
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India Network Planner
2 weeks ago
India Origin Full time ₹ 5,00,000 - ₹ 15,00,000 per yearOrigin is a US-based venture backed financial wellness company providing financial education and guidance to employees everywhere. We work with employers to provide financial wellness as a benefit to their employees all over the world.We are looking for financial planners in India to work with us to provide financial guidance on a part time basis. This is a...
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Associate Planner
2 weeks ago
India MillerKnoll Full timeWhy join us? Our purpose is to design for the good of humankind. It’s the ideal we strive toward each day in everything we do. Being a part of MillerKnoll means being a part of something larger than your work team, or even your brand. We are redefining modern for the 21st century. And our success allows MillerKnoll to support causes that align with our...
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Associate Planner
1 week ago
Bangalore, Karnataka, , India ITC Limited Full time ₹ 5,00,000 - ₹ 12,00,000 per yearDear Candidate, We are Hiring Job Description: · Translate the project scope of work into activities and prepare a masterproject plan· Project Planners create plans that identify site organization structure,team members, deliverables, time lines, strategies and objectives.· By developing and updating (baseline programs) the project plans,project...
