Certified Financial Planner
7 hours ago
Company Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which benefit thousands of financial advisors across 100+ cities and towns. With the aid of technology, we aim to empower over ten thousand financial advisors to help over a million families achieve holistic financial well-being.Role DescriptionThis is a full-time hybrid role for a Certified Financial Planner. The role is based in Mumbai but allows some work-from-home flexibility. The Certified Financial Planner will be responsible for content management, research and analysis, training and development for financial advisors in IndiaQualificationsFinancial Planning, Personal Financial Planning, Certified Financial Planner credentialsExperience in Finance and Retirement PlanningExcellent analytical and problem-solving skillsStrong interpersonal and communication skillsAbility to work independently and in a collaborative team environmentBachelor's degree in Finance, Economics, or related fieldRelevant certifications such as QPFP/ CFP are preferred
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
6 hours ago
Mumbai, India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeJob Description Company Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training...
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Certified Financial Planner
1 week ago
Mumbai, India Gennext Strategy Advisor Full timeTBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the investment advisory business spans over successful and proficient 2 decades. We have mentored a myriad of entrepreneurs, professionals, business heads and families. We are currently looking for an paraplanner to join our existing team, Paraplanners are professional people who...
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Certified Financial Planner
5 days ago
Mumbai, Maharashtra, India FPA Edutech Private limited Full time**Job Summary** As a **Certified Financial Planner (CFP) Trainer** at FPA Edutech, you will be responsible for training aspiring financial planners, developing high-quality course content, and ensuring learners gain strong conceptual and practical knowledge in financial planning. This role is ideal for certified professionals who are passionate about...
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Financial Planner
5 days ago
Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...
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Financial Planner
1 day ago
Mumbai, India Liquide Full timeWe’re Hiring at Liquide!Are you passionate about helping people achieve their financial goals?At Liquide, we’re on a mission to simplify wealth creation and empower investors with actionable insights. We’re looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team.What...
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Certified Financial Planner
3 weeks ago
Mumbai, 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...
