Certified Financial Planner
4 days ago
Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Life Planning? This opportunity is tailor-made for youAt Gaining Ground, we offer more than just a job – we offer a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand. Imagine the magic of guiding meaningful conversations that help clients align their finances with their life goals.Responsibilities :Gain a deep understanding of financial planning practices, actively participate in meetings, take detailed notes, and ensure CRM maintenance. Integrate relevant information into the company's Management Information System (MIS) as needed.Stay abreast of current trends in broader markets and various investment opportunities to provide clients with the most up-to-date advice and options.Act as a liaison for clients, addressing inquiries and guiding them through the implementation process. Utilise knowledge of their past transactions to ensure comprehensive future planning and advice.Continuously develop and review clients' goal plans to ensure ongoing alignment with their financial objectives. Manage the back-office operations using Investwell Mint, tallying goals and maintaining accurate data.Maintain client-specific MIS records, including implementation logs, follow-ups, and coordination with the team to ensure seamless execution of plans. What You'll Bring (Qualifications)Proficiency in XLS with a knack for functions and formulas to present data meaningfully. Dexterity in using MS Office Suite.Confidence in presenting and navigating investment planning strategies.Adaptability to work collaboratively within a team environment and update CRM systems effectively.Excellent communication skills in English, both oral and written, with a keen ability to take notes and distil the essence of conversations.Empathetic listening skills and strong analytical abilities to decipher intricate financial details.A compassionate and people-oriented approach that sets you apart, with additional qualifications in Psychology being a definite plus.What We Offer:Hands-On Learning: Gain invaluable hands-on experience in Financial Life Planning from industry experts.Career Growth: Opportunities abound for professional development and career advancement.Attractive Rewards: Enjoy competitive compensation and rewards that recognise your contributions.Location Preference: Candidates based in Bangalore, particularly from North Bangalore, are ideally suited for our dynamic team.If you meet these criteria and are ready to embark on a fulfilling career journey with us, we invite you to apply and join our passionate team dedicated to transforming financial futures.Join us and discover the art of shaping financial destinies with empathy and expertise. ContactTulasi, Mail: Tulasi@gainingground.in
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Certified Financial Planner
3 days ago
bangalore, India Gaining Ground Investment Services Pvt Ltd Full timeAre you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Life Planning? This opportunity is tailor-made for you! At Gaining Ground, we offer more than just a job – we offer a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....
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Certified Financial Planner
2 days ago
bangalore district, India Gaining Ground Investment Services Pvt Ltd Full timeAre you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Life Planning? This opportunity is tailor-made for you! At Gaining Ground, we offer more than just a job – we offer a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....
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Certified Financial Planner
2 weeks ago
bangalore, India Corenza Full timeRoles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of draft and final plansPortfolio reviews and recommendationsPresentation of portfolio reviews and investment recommendations/exits to clients within agreed...
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2 weeks ago
bangalore, India Bee Events-Connect, Create and Celebrate Full timeCompany Description Bee Events specializes in crafting extraordinary, unforgettable celebrations that bring your vision to life with expert precision. We focus on every detail so our clients can enjoy their events with confidence and joy. Our commitment to excellence ensures seamless experiences that become cherished memories. Bee Events is passionate about...
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Wedding Planner
2 weeks ago
bangalore, India Bee Events-Connect, Create and Celebrate Full timeCompany Description Bee Events specializes in crafting extraordinary, unforgettable celebrations that bring your vision to life with expert precision. We focus on every detail so our clients can enjoy their events with confidence and joy. Our commitment to excellence ensures seamless experiences that become cherished memories. Bee Events is passionate about...
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Wedding Planner
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Bangalore, India Bee Events-Connect, Create and Celebrate Full timeCompany Description Bee Events specializes in crafting extraordinary, unforgettable celebrations that bring your vision to life with expert precision. We focus on every detail so our clients can enjoy their events with confidence and joy. Our commitment to excellence ensures seamless experiences that become cherished memories. Bee Events is passionate about...
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Financial Planning Administrator
3 days ago
Bangalore, India Gaining Ground Investment Services Pvt Ltd Full timeAre you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Life Planning? At Gaining Ground, we offer more than just a job – we offer a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand. Imagine the magic of guiding meaningful...
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Financial Planning and Analysis Analyst
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bangalore, India McAfee Full timeRole Overview:We are looking for a new team member who is passionate about finance to join our team as a financial planning & analysis analyst at Bangalore. This role reports to the manager of finance in Bangalore and will be responsible for supporting the global FP&A finance group at McAfee.We are seeking an accomplished and experienced, high-energy...
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Staff Software Engineer
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Bangalore, Karnataka, India Edelman Financial Engines Full timeDescription At Edelman Financial Engines EFE our purpose is to guide people with the financial advice they need to thrive We believe that every dollar saved represents a lifetime of hard work and aspirations and every dollar invested has job to do for our clients That s why we are committed to managing our clients investments by truly understanding them as...
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Certified SAP FICO Consultant
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bangalore, India Live Connections Full timeJob Title: SAP FICO Consultant Location: Pune Experience: 5+ Years Industry Preference: ManufacturingJob Description:We are looking for an experienced SAP FICO Consultant with a strong background in the manufacturing industry. The ideal candidate will be responsible for implementing, supporting, and enhancing the SAP FICO module to ensure seamless financial...
