Financial Planner

Job Description: Junior Financial PlannerAbout V-Financial ServicesV-Financial Services is a Mumbai-based, all-women-led financial planning and wealth management firm catering to HNI and corporate clients. We specialize in financial planning, tax planning, retirement planning, and multi-asset investment management with a strong client-centric...

**JOB DESCRIPTION**: **Experience: 2+ Years in Financial Planning** **Certification: CFP CERTIFIED FINANCIAL PLANNER** **CWM / NISM XA - XB** **Location: Goregaon Mumbai** ▪ Create a financial plan after understanding the client profile. ▪ Understand Approach and services. ▪ Keep an eye on the Client Financial Plan and hold meetings to discuss...

**job summary** **Financial Planner responsibilities and duties** The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to. - Execute the...

Key ResponsibilitiesUnderstand client goals and assess current financial status.Prepare detailed financial plans covering budgeting, savings, investments, retirement, and wealth creation.Analyze income, expenses, assets, liabilities, and risk capacity.Create goal-based financial projections and recommendations.Evaluate and suggest suitable investment...

Job Title:Manager/ Assistant Manager - Financial PlannerJob Level: Mid-levelReport to: CBODepartment: Financial ProductsOrganization:Airpay Money Pvt Ltd )Location:Gurgaon/ Bengaluru/ MumbaiJob SummaryResponsible for managing client portfolios, conducting mutual fund and market research, and supportinginvestment advisory activities. The role ensures accurate...

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...

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...

India - Product Management and Development - Global Wealth Management **Job Reference #** - 318097BR **City** - Mumbai **Job Type** - Full Time **Your role** - As a Wealth Planner, you will play a crucial role in helping our clients achieve their financial goals. By providing comprehensive financial planning services, you will have a significant impact...

Master s degree or Professional Course in Finance, Business Administration, or a related field like Chartered Accountants, Chartered Financial Analyst etc. - Professional certifications such as CFP (Certified Financial Planner), CWM (Chartered Wealth Manager) or Valid Certification from NISM Series-X-A and Series X-B. - 2+ years of experience in financial...

**Job Title: Financial Literacy Planner** **Job Overview**: **Responsibilities and Duties**: **Content (Primary Task)**: - Write instructional and activity-based content. - Research on current pedagogy in the educational world. - Create worksheets for classwork and homework. - Write and design textbooks/workbooks. - Create and design activities for...