Financial Planner

Job Tital: Certified Financial Planner (CFP)Location:Experience: 1–3 years (or as required)Employment Type: Full-timeAbout the Role:We are seeking a skilled and client-focused Certified Financial Planner (CFP) to join our team. The ideal candidate will provide expert financial advice, develop personalized financial strategies, and help clients achieve...

Job Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...

Job Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...

Job Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...

Company Description PERFECTLY AVERAGE isn’t your typical jewelry brand — we’re redefining what “everyday luxury” means. Our demi-fine pieces blend high design with honest pricing, made to elevate your 9-to-9 look without the markup. From timeless chains to trend-driven watches, we craft pieces that feels personal, powerful, and perfectly you.Role...

Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...

Roles & Responsibilities:- Coordinating new client onboarding process with the back office team - Data gathering and Financial plan creation within agreed TAT and as per process checklists - Presentation of draft and final plans - Portfolio reviews and recommendations - Presentation of portfolio reviews and investment recommendations/exits to clients within...

Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. - Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers. - Certification in NISM and CFP is an added advantage. - Create and enforce plans that will help meet the needs...

Job Description Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Financial Advisor, located in Delhi, India. The Financial Advisor will be responsible for providing financial planning advice to clients, assisting with investment strategies, retirement planning, and overall financial advisory. They...

Job Title:Life Planner / AdvisorLocation: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...