Current jobs related to Financial Planner - Navi Mumbai - Nucleus Financial Services

  • Financial Planner

    7 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...

  • Financial Planner

    1 week ago


    Mumbai, India GEPL Capital Full time

    **About the job**: - Able to understand client’s requirements needed to draft a detailed financial plan & conduct one on one client meetings - Advising clients on their existing portfolio. - Restructuring the portfolio based on their needs - Reviewing clients’ accounts and planning regularly to determine life changes that would affect financial...

  • Financial Planner

    2 weeks ago


    Mumbai, India Suretek Infosoft Full time

    **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...

  • Financial Planner

    1 week ago


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

    **Location - Lower Parel** **Skills**: Strong Knowledge in MS Office Good Communication Skills Client Handling Financial Planning Strong Understanding of the Investment Business **Responsibilities**: Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and...

  • Financial Planner

    18 hours 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

    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,...


  • Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Strategic Financial PlannerWe are seeking a highly skilled financial strategist to join our organization. As a key member of the team, you will be responsible for developing and implementing models to evaluate real estate projects, create projections for future ventures, and analyze financial data to provide insights to stakeholders.Key...


  • 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...

  • Financial Planner

    3 weeks ago


    Mumbai, Maharashtra, India 1% Club Full time

    Job DescriptionCompany OverviewOne Centurion Pvt Ltd (The 1% Club)The 1% Club is a SEBI-registered Non-Individual Investment Adviser (RIA) dedicated to transforming the way individuals and families approach personal finance. Unlike traditional distributors who earn commissions from financial products, we follow a fee-only advisory model, ensuring that every...

  • Event Planner

    18 hours ago


    Mumbai, India Antony Commercial Pvt. Ltd. Full time

    **Company Name - AV Motors (Eicher Truck)** **Industry type - Automobile Industry.** We are seeking a creative, highly organized event planner to help us execute unforgettable events that generate brand awareness, build business relationships, and boost employee morale. You will be responsible for conceptualizing ideas for the events, creating and...

Financial Planner

2 weeks ago


Navi Mumbai, India Nucleus Financial Services Full time

Candidate should have passed CFP from FPSB India work experience will be preferred.