Financial Planner

1 day ago

India Bloom Consulting Services Full time

NA

Experience

**5 - 8 years**

Offered Salary

Notice Period

**Not Disclosed**

**Financial Planner**

**Responsible for providing holistic financial planning to clients**

**Role Description**
- **Help clients understand their personal finance by**:

- o Setting up meetings / calls with prospective clients and on-boarding them
- o Engaging with them over the phone, skype and/or in-person meetings to understand their financial goals, current financial position, cash flows etc.
- **Enabling them to get to a better place and fund their goals by**:

- o Drawing-up a detailed financial plan
- o Doing asset allocation across long-term and short-term goals, into appropriate asset classes of equity and debt
- o Comprehensively document interactions and the advice being provided
- **One or more of these certifications completed and currently valid**:

- o Investment Adviser X-A and X-B certifications from NISM, or
- o Certified Financial Planner (CFP) from FPSB, or
- o Chartered Financial Analyst (CFA) from CFA Institute
- **Academic qualifications and experience of either of these**:

- o A bachelor’s degree in any discipline along with five years work experience in financial advisory, asset management or portfolio management, with ideally at least one year’s experience in financial planning; or
- o A post-grad (master’s) degree or professional degree (MBA) in any of these fields: finance, accounting, management, commerce, economics, capital markets, banking, insurance or actuarial sciences, which includes at least a year of financial planning experience
- ** Excellent English communication skills, and preferably, one additional language

  • Financial Planner

    1 day ago

    India Bloom Consulting Services Full time

    Not Disclosed Experience **5 - 8 Years** Offered Salary **Lakh** Notice Period **Not Disclosed** **Financial Planner** **Responsible for providing holistic financial planning to clients** **Role Description** - **Help clients understand their personal finance by**: - o Setting up meetings / calls with prospective clients and on-boarding them - o...

  • Certified Financial Planner

    6 hours ago

    Mumbai, India Network FP Full time

    Job 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...

  • Certified Financial Planner

    4 days ago

    Mumbai, Maharashtra, India, Maharashtra Network FP Full time

    Company 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...

  • Certified Financial Planner: India

    2 weeks ago

    India LearnLux Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    About LearnLux LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from financial advising professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits,...

  • Life Planner

    3 weeks ago

    india SLP at TATA AIA Full time

    Job Title:Life Planner / Advisor Location:Remote Job Type:Commission-Based Compensation:Commission + Rewards and Performance-Based BonusesAbout Us: TATA AIA Life Insurance is a rapidly growing Life Insurance company dedicated to helping individuals and families protect their futures through smart life insurance solutions. We pride ourselves on our...

  • Event Manager

    3 weeks ago

    Patna, India Shagun Wedding Planner Full time

    Job Description Company Description Shagun Wedding Planner is a renowned wedding planning company based out of Boring Rd, Shivpuri, Rajbansi Nagar, Patna, Bihar, India. Our team specializes in crafting memorable and personalized wedding experiences. We pride ourselves on our attention to detail, creativity, and commitment to making every wedding day...

  • Life Planner

    3 weeks ago

    telangana, india, india SLP at TATA AIA Full time

    Job Title: Life Planner / AdvisorLocation: RemoteJob Type: Commission-BasedCompensation: Commission + Rewards and Performance-Based BonusesAbout Us:TATA AIA Life Insurance is a rapidly growing Life Insurance company dedicated to helping individuals and families protect their futures through smart life insurance solutions. We pride ourselves on our...

  • Life Planner

    1 week ago

    telangana, india, india SLP at TATA AIA Full time

    Job Title: Life Planner / Advisor Location: Remote Job Type: Commission-Based Compensation: Commission + Rewards and Performance-Based Bonuses About Us: TATA AIA Life Insurance is a rapidly growing Life Insurance company dedicated to helping individuals and families protect their futures through smart life insurance solutions. We pride ourselves on our...

  • Intern - Wedding Planner

    2 weeks ago

    Bengaluru, India Meragi Full time

    Job Description About Meragi As India's largest wedding planning startup, Meragi delivers thousands of weddings annually in metro cities and picturesque destinations. We are passionate about creating unforgettable celebrations, allowing couples their big day and their journey without stress. What sets Meragi apart is industry-first technology and process...

  • ▷ Immediate Start: Intern

    3 weeks ago

    Bengaluru, India Meragi Full time

    Job Description As Indias largest wedding planning startup, Meragi delivers thousands of weddings annually in metro cities and picturesque destinations. We are passionate about creating unforgettable celebrations, allowing couples their big day and their journey without stress. What sets Meragi apart is industry-first technology and process solutions that...