Financial Planner

4 days 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 and sell suitable financial products and services.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.
- Ability to do gap analysis and designing counter action plan (if needed)
- Periodic review with the client on his report as per set plan
- Portfolio rebalancing

**Requirements**:
**Experience**:

- 2-4 years as a financial planner in a wealth advisory firm

**Qualification**:

- Professional Certification (CFP) is a must.
- Valid FINRA license series 7 & 66

**Skills**:

- Proficiency in MS Office and CRM systems
- Attention to detail and strong in mathematics
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills
- Humble and Soft Spoken.

**CTC**:
As Per Experience & Industry Standards

  • Remote Financial Planner

    2 days ago

    Mumbai, Maharashtra, India Nivati Full time

    **You're looking for something exceptional! So are we!** We are searching for an experienced and self-driven Remote Financial Planner to join our team! In this role, you will mainly be responsible for delivery of top-quality financial counseling to corporate clients. All while working in a remote environment and being able to choose your own...

  • Financial Planner

    1 week 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,...

  • Financial Planner

    2 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,...

  • Certified Financial Planner

    4 weeks ago

    Mumbai, India Network FP Full time

    Company DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...

  • Certified Financial Planner

    4 weeks ago

    Mumbai, India Network FP Full time

    Company Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...

  • Certified Financial Planner

    4 weeks ago

    Mumbai, India Network FP Full time

    Company Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...

  • Certified Financial Planner

    4 weeks ago

    Mumbai, India Network FP Full time

    Company Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...

  • Certified Financial Planner

    4 weeks ago

    Mumbai, India Network FP Full time

    Job Description Company Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training...

  • Financial Planner

    1 day ago

    mumbai, India Liquide Full time

    🚀 We’re Hiring at Liquide! Are you passionate about helping people achieve their financial goals? At Liquide, we’re on a mission to simplify wealth creation and empower investors with actionable insights. We’re looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team....

  • Financial Planner

    23 hours ago

    Mumbai, India Liquide Full time

    We’re Hiring at Liquide!Are you passionate about helping people achieve their financial goals?At Liquide, we’re on a mission to simplify wealth creation and empower investors with actionable insights. We’re looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team.What...