Senior Certified Financial Planner
6 hours ago
We seek a seasoned Certified Financial Planner to serve as a trusted advisor to clients. As a dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans.
Key Responsibilities:- Build strong relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters.
- Engage with clients to understand evolving needs, address concerns, and provide personalized advice.
- Identify opportunities to deepen client relationships and generate referrals.
- Conduct in-depth financial assessments, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
- Develop comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
- Monitor and review financial plans regularly, adjusting strategies as needed.
- Optimize portfolios for tax efficiency and long-term growth, adhering to regulatory guidelines.
- Lead the project of building a tech-first financial planning product.
- Leverage networks and relationship-building skills to acquire new clients and expand assets under management.
- Represent the firm at industry events to enhance brand visibility and attract prospective clients.
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Strategic Financial Planner
7 days ago
Kota, Rajasthan, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,50,00,000We are seeking a Strategic Financial Planner to join our team.About the Role:This is an exciting opportunity to develop and implement comprehensive financial models that drive business growth and inform strategic decision-making.You will be responsible for preparing monthly reports and providing data-driven insights to senior leadership, as well as...
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Expert Financial Planners Wanted
4 days ago
Kota, Rajasthan, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000Job Role: Financial AdvisorWe are seeking a highly skilled Financial Planner to lead our wealth management team.Key Responsibilities:Broaden and deepen relationships with high net worth clients.Develop tailored wealth management solutions based on client needs and goals.Conduct thorough reviews to identify personal and financial requirements of...
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Expert Financial Strategist
7 days ago
Kota, Rajasthan, India beBeeFinancialPlanner Full time ₹ 20,00,000 - ₹ 25,00,000Senior Financial PlannerWe are seeking an experienced Senior Financial Planner to join our elite remote team. As a Senior Financial Planner, you will be responsible for independently managing complex financial tasks, working within a fast-paced environment, and contributing meaningfully to the strategic development of financial solutions.Key...
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Master Planner
6 days ago
Kota, Rajasthan, India beBeeArchitecture Full time ₹ 1,80,000 - ₹ 4,80,000Job Role: Master PlannerWe are seeking an accomplished Junior Architect to contribute to our dynamic team.As a Master Planner, you will be pivotal in developing approval drawings for residential and commercial projects.You will work closely with senior architects and other team members to deliver high-quality designs and meet project deadlines.The ideal...
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Senior Financial Strategist
6 hours ago
Kota, Rajasthan, India beBeeFinancial Full time ₹ 1,25,04,000 - ₹ 2,12,93,000Job Title:The Senior Financial Strategist will be responsible for managing the budgeting and forecasting processes. This includes developing financial models, analyzing performance data, and recommending cost reduction strategies.About the Role:Develop financial models to forecast monthly, quarterly, and annual resultsAnalyze actuals against...
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Senior Financial Executive
1 week ago
Kota, Rajasthan, India beBeeSeniorFinancialExecutive Full time ₹ 16,00,000 - ₹ 18,00,000Job Title:Senior Financial Executive About the Role:This is a pivotal position that requires an experienced Senior Financial Executive to lead financial strategy, drive business growth, and ensure compliance with regulatory frameworks. Key Responsibilities:Lead financial planning, forecasting, and budgeting for client portfolios, ensuring accurate...
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Senior Financial Planner
1 week ago
Kota, Rajasthan, India beBeeFinancial Full time US$ 1,25,000 - US$ 1,75,000Financial Analyst Job DescriptionThis is a key role in our company that focuses on financial analysis and planning. As a financial analyst, you will be responsible for analyzing financial data, preparing forecasts, and making recommendations to improve business performance.The ideal candidate will have a strong background in finance, with experience in...
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Chief Financial Strategist
7 days ago
Kota, Rajasthan, India beBeeFinance Full time ₹ 30,00,000 - ₹ 45,00,000Senior Financial Executive OpportunityOur organization seeks an accomplished Senior Financial Executive to drive financial success and growth. As a key member of our leadership team, you will develop and execute strategic financial plans, leveraging your expertise in financial strategy, planning, and management.ResponsibilitiesDevelop comprehensive financial...
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Strategic Financial Planner
6 days ago
Kota, Rajasthan, India beBeeFinance Full time ₹ 18,00,000 - ₹ 24,00,000Job Opportunity:Financial Planning and Analysis ManagerWe are seeking a highly skilled Financial Planning and Analysis Manager to drive process improvements, provide business insights on a periodic basis, and coordinate audit processes.Key Responsibilities:Collaborate with senior management to enhance the periodic forecast and annual planning for the...
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Senior Financial Statement Examiner
7 days ago
Kota, Rajasthan, India beBeeAudit Full time US$ 70,000 - US$ 1,00,000Senior Audit ProfessionalWe are seeking a Senior Audit Professional to join our team. As a member of our audit team, you will play a key role in providing valuable insights to our clients by using your expertise to give confidence in the validity of their financial statements and business-critical information or processes.Our team works with international...
