Financial Planner
1 day ago
Company Profile SEBI Registered Investment Advisors with iFAST Financial A Boutique Retirement Advisory Firm focused on providing timely & transparent Wealth Protection, Wealth Creation and Wealth Management Solutions with an emphasis on Tax Efficiency and Risk Management Our goal is to provide Financial Security and Peace of Mind **Job Profile & Responsibilities** We are looking for a Team Player who will be responsible for Engaging our existing and prospective clients **Job Roles & Responsibilities**: 1. Goal Based Financial Planning: Create a comprehensive and customized, Goal Based Financial Plan for families 2. Mutual Fund Research: Create Mutual Fund portfolio’s ( > INR 50 Lakhs) based on Asset Allocation & Risk Appetite 3. Subject Matter Expert - Face of Research: Attend AMC and other events on behalf of Ethos to gain product and industry knowledge CFP Certification would be a bonus In-Depth knowledge of Mutual Funds and Financial Planning Understands how to work and manage a small team Is a self starter and motivated to be in this industry Additional Details We aim to work with 125 families, managing INR 500 Crores. Our aim is to become a one stop Retirement Solution Provider for: salaried executives with 25+ years of experience, Corporate Lawyers, Senior Doctors and Athletes. Our Services: Investment Management | Goal Based Financial Planning | NRI Advisory We also assist with: Income Tax Efficiency | Real Estate Advisory | Will & Estate Planning **Salary**: ₹25,000.00 - ₹40,000.00 per month **Benefits**: - Cell phone reimbursement - Flexible schedule - Health insurance Schedule: - Day shift Supplemental Pay: - Performance bonus - Yearly bonus COVID-19 considerations: Weekly Disinfecting, Health Checks Temperature Checks **Experience**: - total work: 2 years (required) - Financial planning: 1 year (preferred)
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Financial Planner
2 weeks ago
Bengaluru, India Dilzer Consultants Pvt Ltd Full timeCertification: **NISM XA/ XB/ CFP/ CWM** Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details and understanding the product. - Coordinating with para planners on scenario analysis and case studies specific to client needs. - Coordinating with all the providers of...
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Financial Planner
2 weeks ago
Bengaluru, India Fintrans Investment Services Private Limited Full timeWe’re Hiring – Financial Planner / Wealth ManagerCompany: Fintrans Investment Advisors Pvt LtdLocation: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products, markets &...
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Financial Planner
2 weeks ago
Bengaluru, India Fintrans Investment Services Private Limited Full timeWe’re Hiring – Financial Planner / Wealth ManagerCompany: Fintrans Investment Advisors Pvt LtdLocation: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products, markets &...
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Financial Planner
1 week ago
Bengaluru, India Fintrans Investment Services Private Limited Full timeWe’re Hiring – Financial Planner / Wealth Manager Company: Fintrans Investment Advisors Pvt Ltd Location: Banashankari, Bengaluru Qualifications & Skills: ✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred) ✔ 3–4 years of experience in wealth management & financial planning ✔ Strong knowledge of financial products, markets &...
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Financial Planner
1 week ago
Bengaluru, India Fintrans Investment Services Private Limited Full timeWe’re Hiring – Financial Planner / Wealth Manager Company: Fintrans Investment Advisors Pvt Ltd Location: Banashankari, Bengaluru Qualifications & Skills: ✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred) ✔ 3–4 years of experience in wealth management & financial planning ✔ Strong knowledge of financial products, markets &...
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Financial Planner
2 weeks ago
Bengaluru, India Fintrans Investment Services Private Limited Full timeWe’re Hiring – Financial Planner / Wealth Manager 💼📍 Company: Fintrans Investment Advisors Pvt Ltd📍 Location: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products,...
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Financial Planner
2 weeks ago
Bengaluru, India Fintrans Investment Services Private Limited Full timeWe’re Hiring – Financial Planner / Wealth Manager 💼 📍 Company: Fintrans Investment Advisors Pvt Ltd 📍 Location: Banashankari, Bengaluru Qualifications & Skills: ✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred) ✔ 3–4 years of experience in wealth management & financial planning ✔ Strong knowledge of financial...
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Financial Planner
2 weeks ago
Bengaluru, India Fintrans Investment Services Private Limited Full timeWe’re Hiring – Financial Planner / Wealth Manager 💼📍 Company: Fintrans Investment Advisors Pvt Ltd📍 Location: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products,...
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Looking for Certified Financial Planner
3 days ago
Bengaluru, India Accsource Full timeAssist with the preparation of the statements of advice. - Assisting the planners in research and development of advice plans. - Preparation and editing of advice plans. - Review PDS documentation. - Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies. - Management of client...
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Para Planner
3 days ago
Bengaluru, India HEXAGON CAPITAL ADVISORS Full timeJoin us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. - **Our Values**: **Valuing Relationships**: - We don’t just juggle numbers. We are empathetic to our clients. **Transparency & Disclosures**: - Our recommendations are always backed by hows and whys. - **Diligence &...
