Financial Planner

2 days ago


Bengaluru Karnataka, India FINPLIFI FINANCIAL PLANNERS AND CONSULTANTS Full time

Needs to be Certified Financial Planner (CFP) certified.

Skill Areas : Financial data gathering, Financial Data Analysis, Financial Planning, Mutual Fund Selection, Capital Markets, PMS, Stocks, Banking and Finance, Lead Management, MS Excel, Client Interaction.

**Job Types**: Full-time, Permanent

Pay: ₹25,000.00 - ₹30,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Internet reimbursement
- Work from home

Schedule:

- Monday to Friday

Supplemental Pay:

- Performance bonus

Ability to commute/relocate:

- Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (preferred)

Application Question(s):

- Have you worked in a Financial Planning/Investment Advisory firm?

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (required)

License/Certification:

- Certified Financial Planner Certification (CFP) (required)


  • Para Planner

    2 weeks ago


    Jayanagar, Bengaluru, Karnataka, India HEXAGON CAPITAL ADVISORS Full time

    This is the first step in your career as an Advisor and Financial Planner. As a para planner you will be assisting a senior advisor on managing their clients. The nature of work is administrative - working with investment plans, portfolios, tracking etc. This role does not entail any client facing responsibilities. The minimum qualification is a Masters in...

  • Financial Planner

    3 weeks ago


    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’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 &...

  • Financial Planner

    3 weeks ago


    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’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 &...

  • Assistant Planner

    2 weeks ago


    Bengaluru, Karnataka, India Victoria's Secret Full time

    **Description** POSITION: Assistant Planner, Intimates BRAND: Victoria’s Secret International LOCATION: Bengaluru, India REPORTING: Reports to Planning Manager DESCRIPTION: The Assistant Planner - Intimates will be assisting in the creation SKU level product and inventory plans by partner for Victoria’s Secret Global (VSG). The Associate Planner...

  • Financial Planner

    3 weeks ago


    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’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 &...

  • Financial Planner

    3 weeks ago


    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’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 &...

  • Financial Planner

    3 weeks ago


    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’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,...

  • Financial Planner

    3 weeks ago


    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’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...

  • Financial Planner

    3 weeks ago


    Bengaluru, India Fintrans Investment Services Private Limited Full time

    We’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,...


  • Bengaluru, India Accsource Full time

    Assist 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...