Certified Financial Planner

Job Overview:As we expand our vision, we're building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight.We are seeking a qualified Certified Financial Planner with hands-on experience in wealth management. The ideal candidate will be...

We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous and...

**Profile -**Financial Planner Location - Delhi Salary - 3 to 6 LPA Exp - 6 months to 2 years **Required Skills: Financial Sales,Financial Analysis,Financial Modeling,Relationship Management** - Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. - Detailed understanding and knowledge...

Urgent hiring for Financial Portfolio Planner Exp - Min 1 Years Salary - Upto Rs 4.8 LPA. (Negotiable according to profile and experience) Job Location - Connaught Place, Delhi Key Requirement for the Position 1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator...

Position Overview Schedule Weekend hours only: Saturday OR Sunday Time: 10:00 AM to 2:00 PM (4 hours per week) Key Responsibilities Provide retirement planning expertise to Planyourworld clients Conduct one-on-one client sessions to assess retirement needs and goals Develop customised retirement strategies for clients Educate clients on retirement...

Job Title: Financial Planner Reports to: Senior Insurance Advisor/Team Lead Location: Nehru Place Job Summary: We seek a highly motivated and experienced Insurance Advisor to provide expert insurance advice to clients, helping them manage risk and achieve financial security. Key Responsibilities: 1. Conduct needs analysis and risk assessments for...

Personalized Wealth Management OpportunityWe are seeking a skilled Wealth Manager to develop and implement tailored financial strategies that meet the unique needs and goals of our clients.Identify and address clients' financial requirements and objectivesDesign and implement comprehensive wealth management plansProvide expert guidance on investment...

Job Title: Senior Financial PlannerWe are seeking a highly skilled and experienced Senior Financial Planner to join our team.Responsibilities:Financial Planning and Analysis: Develop, implement, and maintain comprehensive financial policies, procedures, and internal controls to ensure the organization's financial health and stability.Budgeting and...

Job Title: CFP Trainer - Financial Planning Location: Saket, New Delhi Department: Training & Development / Financial Planning **Job Summary**: We are seeking a Certified Financial Planner (CFP) professional to serve as a Trainer for Financial Planning programs. The role involves delivering structured training sessions, workshops, and mentorship for...

Financial Planner PositionWe are seeking an experienced and skilled financial planner to join our team. As a financial planner, you will be responsible for developing and implementing personalized financial plans for clients.Key Responsibilities:Conduct thorough assessments of client profiles to design comprehensive financial plans based on their goals, risk...