Certified Financial Planner

2 days ago

Mumbai Maharashtra, India Planyourworld Training Academy Private Limited Full time

Job Title: Certified Financial Planner

Company Overview:
Planyourworld Training Academy Pvt. Ltd. is dedicated to spreading financial literacy and empowerment. We provide comprehensive financial education to help individuals and families take control of their financial futures.

Job Summary:
**Salary**:

- CTC from 10 to 15 lacs + performance bonus

Responsibilities and Duties:

- Creating & updating content for training program including CFP Program
- Conducting Content Research
- Developing content from newsletter
- Conducting sessions for CFP education & other training programs

Qualifications:

- MBA in any field with CFP certification
- Minimum of 3-5 years of experience in financial advisory, content development & management.
- Strong writing, editing, and proofreading skills.
- Excellent organizational and project management skills.
- Ability to work collaboratively with cross-functional teams.
- Strong understanding of financial topics and the ability to translate complex concepts into accessible content is a plus.

Skills and Competencies:

- Strong communication and interpersonal skills.
- Ability to manage multiple projects and meet deadlines.
- Attention to detail and commitment to quality.
- Proficiency in using analytics tools to measure content performance.
- Must be proficient in English and Hindi languages.

Why Work With Us:

- Innovative Environment: Be part of a startup that values creativity, innovation, and fresh ideas.
- Growth Opportunities: Work closely with industry leaders and have the chance to develop and advance in your career rapidly.
- Impactful Work: Contribute to a mission-driven organization that aims to make a real difference in people’s financial well-being.
- Collaborative Culture: Enjoy a supportive and inclusive workplace where your voice matters and your contributions are recognized.
- Professional Development: Access to continuous learning opportunities, including workshops, seminars, and conferences.

**Location**:

- The position is based in Mumbai and Delhi

Application Process:
Company Contact Information:

- For inquiries, please contact Ritik at 9599812236

Pay: ₹1,000,000.00 - ₹1,500,000.00 per year

Schedule:

- Day shift

**Experience**:

- total work: 5 years (preferred)

Work Location: Remote

**Speak with the employer**
+91 9599812236

  • Certified Financial Planner

    2 weeks ago

    Mumbai, India Finwise Personal Finance Services LLP Full time

    Job-role Title Certified Financial Planner, Finwise PFS Role of the person in the organization Financial Planning resource, reporting to the Founder Profile of Job & Key Tasks Part of the Planning function, reporting to the Founder (70%) ·       Creating and finalizing (in consultation) new roadmaps ·       Scheduling (over email) review...

  • Certified Financial Planner

    1 day ago

    Mumbai, Maharashtra, India Finwise Personal Finance Services LLP Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job-role TitleCertified Financial Planner, Finwise PFSRole of the person in the organizationFinancial Planning resource, reporting to the FounderProfile of Job & Key TasksPart of the Planning function, reporting to the Founder (70%)·       Creating and finalizing (in consultation) new roadmaps·       Scheduling (over email) review calendars...

  • Financial Planner

    2 weeks 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...

  • Financial Planner

    2 days ago

    Lower Parel, Mumbai, Maharashtra, India SSterling Workforce Enterprises Private Limited Full time

    **Financial Planner** **Experience: 1+ Year** **Responsibilities**: **Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and retirement planning.** **Coordination with clients: Assist in gathering client data and communicating with clients to understand...

  • Junior Planner

    1 day ago

    Kharghar, Navi Mumbai, Maharashtra, India V-Financial Services Full time ₹ 2,16,105 - ₹ 4,32,210 per year

    About V-Financial ServicesV-Financial Services is a women-owned and driven wealth management and financial planning firm, serving HNIs, corporate clients, insurance agents, and distributors across multi-asset products. We specialize in holistic financial, tax, and retirement planning with a client-first approach.Role OverviewThe Junior Financial Planner will...

  • Certified Financial Planner

    2 weeks ago

    Vile Parle, Mumbai, Maharashtra, India MFA Capital Pvt Ltd Full time

    MFA Capital Private Limited MFA Capital Private Limited (MFA) is a 17-year-old firm, helping High Net Worth Families take prudent and informed decisions about their money to achieve their life goals. Our main objective is to make a meaningful contribution in the lives of clients by helping them to take smart decisions. We strive hard to provide Goal-based...

  • Certified Financial Planner

    7 days ago

    Mumbai, Maharashtra, India Vibrant Securities Pvt Ltd Full time

    **JOB ROLE - FINANCIAL PLANNER** Vibrant Securities is a leading Mumbai based financial services company with proven expertise and offering services in Stock Broking, Derivatives, Mutual Funds, Securities Lending & Borrowing (SLB), Corporate Fixed Deposits and Stock Market Training to corporate, high net worth individuals and retail clients. **Company...

  • Financial Planner

    7 days ago

    Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3-5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

  • Fintoo - Senior Financial Planner

    9 hours ago

    Mumbai, India FINTOO Full time

    Senior Financial PlannerFinancial Planning:- Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.- Develop and present comprehensive financial plans tailored to clients goals, risk tolerance, and financial circumstances.- Monitor and review financial...

  • Financial Planner

    7 days ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...