Financial Planning Specialist

FINTOO, a SEBI Registered Investment Advisor (RIA), is a core financial planning and fee-based advisory company. We specialize in holistic financial planning, investment advisory,and wealth management solutions — with an emphasis on unbiased advice tailored to clientgoals.Our services span across financial planning, global investments, and tax advisory,...

Job Title: Senior Financial Planning Specialist About the Role:We are seeking a highly skilled Senior Financial Planning Specialist to drive financial reporting excellence, support forecasting and budgeting processes, and deliver actionable insights through robust reporting and visualization tools.Main Responsibilities:Create and maintain reports using...

Oracle Financial Planning Specialist OpportunityWe are seeking a seasoned Oracle financial planning specialist with expertise in implementing and supporting Oracle EPM applications.The ideal candidate will have at least 10 to 14 years of relevant industry experience, a bachelor's degree in computer science or equivalent field, and proven experience in...

- The Financial Planning Specialist will lead financial planning conversations with prospective clients and drive the advisory-led acquisition process.- This is a consultative financial advisory role where creating high-quality financial plans, analysing portfolios, and presenting solutions form the core responsibilities.- Client acquisition is the natural...

Finance Planning and Analysis specialistBlis is looking for a Financial Planning and Analyst Specialist based in Mumbai working for our EMEA,APAC and US subsidiaries.The Financial Planning and Analyst will play a crucial role in supporting business decisions by collaborating with various teams to provide essential commercial finance analysis. The role...

Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: ü  Build strong relationships with clients by...

Job Description Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: ü  Build strong relationships with...

Finance Planning and Analysis specialistBlis is looking for a Financial Planning and Analyst Specialist based in Mumbai working for our EMEA,APAC and US subsidiaries.The Financial Planning and Analyst will play a crucial role in supporting business decisions by collaborating with various teams to provide essential commercial finance analysis. The role...

Job Description Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge Do you thrive on helping individuals make smart financial decisions for a secure future If yes, then this role is for you! Key Responsibilities: Build strong relationships with clients...

Role SummarySupport the delivery of comprehensive financial plans and client reports by reviewing client data, performing projections and analyses, and producing near-complete draft plans for advisor review.Maintain accurate documentation and version control in internal systems while collaborating with cross-border advisors on templates and assumptions.Key...