Senior Financial Planner

5 days ago


Bellary, Karnataka, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,21,00,000

Senior Financial Planner Job

We are seeking a skilled Senior Financial Planner to join our team. As a Senior Financial Planner, you will play a key role in helping clients achieve their financial goals.

The ideal candidate will have experience in financial planning and wealth management, with a strong understanding of investment strategies and tax optimization.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their financial situation, risk tolerance, and goals.
  • Analyze financial data and make recommendations to clients on investments, retirement planning, and estate planning.
  • Build and maintain relationships with high-net-worth clients, providing exceptional customer service and ensuring their needs are met.
  • Maintain up-to-date knowledge of financial products and services, staying ahead of industry trends and regulatory changes.
Requirements:
  • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body.
  • Minimum of 5 years of total experience in financial planning and wealth management in India.
  • At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.
What We Offer:

We offer a competitive salary and benefits package, including opportunities for professional growth and development.



  • Bellary, Karnataka, India beBeeSenior Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    About the RoleWe are seeking a seasoned financial expert to fill a senior role in our organization.This is an excellent opportunity for a certified financial planner (CFP) with a strong track record in relationship management to leverage their expertise and build trust-based relationships with clients.As a trusted advisor, you will design and implement...


  • Bellary, Karnataka, India beBeeFinance Full time ₹ 45,00,000

    Senior Finance Director OpportunityA seasoned finance professional is sought after to oversee financial strategy and planning, lead accounting operations, and ensure compliance with regulations.Key Responsibilities:Financial Strategy & PlanningDevelop and execute comprehensive financial plans aligned with business objectives.Drive annual budgeting,...


  • Bellary, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Key Role in Financial Planning and AnalysisThe FP&A Manager is responsible for overseeing financial planning, budgeting, forecasting, and performance analysis for the organization.Your ImpactLead the financial planning, budgeting, and forecasting processes for supported teams.Manage the preparation and delivery of accurate financial reports and...


  • Bellary, Karnataka, India beBeeSeniorFinanceManager Full time ₹ 1,80,00,000 - ₹ 2,10,00,000

    Financial Strategy Development and ExecutionWe are seeking a skilled professional to lead the development of our organization's financial strategy. The ideal candidate should have expertise in financial planning, budgeting, and forecasting.Key Responsibilities:Prepare and analyze detailed financial reports to inform business decisions.Develop and...


  • Bellary, Karnataka, India beBeePrivateBanking Full time ₹ 10,00,000 - ₹ 15,00,000

    Financial management is a vital component of wealth creation. Effective financial planning, investment management, and asset allocation are key aspects of this role.Wealth managers provide tailored advice to clients, ensuring the effective management of their assets. This involves working closely with clients to understand their financial goals and providing...


  • Bellary, Karnataka, India beBeeStrategicPlanning Full time ₹ 18,00,000 - ₹ 22,00,000

    Strategic Planner PositionGritty Research empowers public sector institutions through tailored consulting solutions, addressing complex challenges and optimizing organizational performance.We foster resilient communities and drive positive societal change by harnessing expertise and innovative strategies for impactful governance.Key Responsibilities:Develop...


  • Bellary, Karnataka, India beBeeAccountant Full time ₹ 1,20,00,000 - ₹ 2,40,00,000

    Job Title: Financial Planning and Analysis ManagerWe are seeking an analytical professional to lead business partnering, drive financial insights, support strategic decision-making, and create efficiencies through optimizations.Key Responsibilities:Lead budgeting and forecasting processes across business units.Deliver accurate and timely financial reports...


  • Bellary, Karnataka, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title: Senior Financial ExecutiveWe are seeking a highly skilled Senior Financial Executive to join our team.Key Responsibilities:Perform reconciliations for customer and vendor ledgers, and inter-company transactions.Review and verify supplier invoices in line with contractual agreements, and record entries in the general ledger.Prepare monthly...


  • Bellary, Karnataka, India beBeeAuditor Full time ₹ 4,00,000 - ₹ 5,00,000

    Job Opportunity:We are seeking a highly experienced and skilled Senior Financial Expert to plan, perform, and lead audits and reviews.Key Competencies:5-7+ years of experience working in public accounting3+ years of experience in senior or supervisor roles at a public accounting firm5+ years of audit experienceCertified Public Accountant or Chartered...


  • Bellary, Karnataka, India beBeeAccounting Full time ₹ 6,00,000 - ₹ 12,00,000

    Financial Analyst PositionWe are seeking an experienced Financial Analyst to join our organization.Key Responsibilities:Prepare and review financial statements, balance sheets, and income statements by analyzing accounting data and identifying areas for improvement.Develop and implement effective financial policies and procedures to ensure compliance with...