Financial Planning Expert

19 hours ago


Jaipur, Rajasthan, India beBeeFinancialPlanning Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Financial Planning Expert

As a Financial Planning Expert, you will play a key role in creating personalized financial plans that cater to each client's unique needs. Our model empowers partners to work independently while receiving full institutional support.

Key Responsibilities
  • Develop and implement comprehensive financial plans tailored to individual clients
  • Manage day-to-day investment and asset allocation tasks to ensure optimal returns
  • Collaborate with other partners to optimize client solutions and enhance service delivery
Qualifications
  • Strong analytical and problem-solving skills are essential for success in this role
  • Excellent communication and interpersonal skills enable effective collaboration with clients and colleagues
  • Able to build and maintain long-term relationships with clients
  • Bachelor's degree in Finance, Economics, or Business; relevant certifications like CFA or CFP are a significant advantage
  • Experience in the financial services industry, particularly in wealth management, is highly valued
Benefits

The ideal candidate will be offered a competitive compensation package, as well as opportunities for professional growth and development within our organization.



  • Jaipur, Rajasthan, India InCred Financial Services Full time

    Job Title: Assistant Manager/Manager -Business Finance Location: MumbaiJob Description:Core Business Finance including tracking monthly entity and business level profitability, building annual operating plan and scenario modelling, detailed data deep dive to bring out business insightsDevelop, consolidate, and present insightful and robust qualitative and...


  • Jaipur, Rajasthan, India beBeeFinancialPlanningAnalyst Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Financial Planning and Analysis ExpertWe are seeking a skilled Financial Planning and Analysis Expert to join our team. As a key member of our organization, you will play a critical role in driving business growth and informing strategic decisions through data-driven insights.Key Responsibilities:Develop and maintain comprehensive financial models...


  • Jaipur, Rajasthan, India beBeeFinancial Full time ₹ 18,50,000 - ₹ 37,40,000

    Financial Planning and Analysis ExpertWe are seeking a highly skilled financial planning and analysis professional to join our team. The ideal candidate will have a strong background in finance and accounting, with a minimum of 5 years of experience.The successful candidate will be responsible for managing tax audits, ensuring statutory compliance, and...


  • Jaipur, Rajasthan, India beBeeFinance Full time ₹ 25,00,000 - ₹ 40,00,000

    Financial Planning and Analysis ProfessionalAre you a finance expert with strong experience in financial planning, analysis, corporate finance, and financial reporting? We are seeking an experienced finance professional to join our team.Key Responsibilities:Prepare and finalize financial statements & management information systems (Ind AS compliant)Support...

  • Financial Expert

    7 days ago


    Jaipur, Rajasthan, India beBeeFinancial Full time ₹ 4,00,000 - ₹ 5,00,000

    Job Opportunity: Financial ExpertWe are seeking a highly skilled and experienced financial expert to join our team.About the Position:Designation: Assistant Manager/Deputy ManagerExperience: 2-3 YearsLocation: JaipurKey Responsibilities:Expert knowledge in advisory, litigation, compliance in corporate and international tax, individual and expat tax, transfer...

  • Financial Expert

    4 days ago


    Jaipur, Rajasthan, India beBeeAuditing Full time ₹ 15,00,000 - ₹ 18,00,000

    Job Title: Financial ExpertWe are seeking experienced professionals to join our team as Financial Experts. As a seasoned accountant, you will be responsible for providing expert advice and guidance on financial matters.Conduct thorough financial audits to ensure accuracy and compliance with regulations.Prepare and review financial reports, ensuring all...


  • Jaipur, Rajasthan, India beBeeBusiness Full time ₹ 20,00,000 - ₹ 35,00,000

    Business Planning ExpertWe are seeking a strategic business planning professional to deliver high-quality insights and drive business results across the organization.Key Responsibilities:Lead financial planning and budgeting cycles, managing risks and opportunities, and communicating analysis to senior leaders.Coordinate forecasting of cash flow, profit and...


  • Jaipur, Rajasthan, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Senior Financial ExpertWe are seeking a seasoned financial professional to lead our Taxation, Audit, and Compliance team. The ideal candidate will have 0–3 years of experience in managing financial teams and be responsible for providing technical guidance on taxation, audit, and statutory compliance.Key Responsibilities:Lead and mentor a team of...

  • Financial Expert

    6 days ago


    Jaipur, Rajasthan, India beBeeFinance Full time ₹ 1,75,00,000 - ₹ 2,25,00,000

    The role of Finance Audit Specialist at our organization is a key leadership position that oversees financial management, reporting, and control functions.Key Responsibilities:Develop and implement a comprehensive financial strategy to support the organization's missionEvaluate and recommend the implementation of world-class financial systemsEnsure...


  • Jaipur, Rajasthan, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Job Title: Financial ExpertAbout the Opportunity:We are seeking a seasoned financial expert to drive our project's financial success. The ideal candidate will be responsible for delivering comprehensive financial analysis, building robust financial models, conducting thorough budgeting activities, and providing insightful support to project teams.Key...