Financial Planner

**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...

**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...

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...

**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...

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,...

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,...

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,...

Minimum Requirements 1. Graduate/Postgraduate in finance or relevant degree. 2. Fresher/experience 3. Financial planning/Investment/Insurance 4. Understanding of the financial planning process. 5. Attention to detail. 6. Good report writing skills. 7. Strong command over English. 8. Ability to work independently and multitask. Knowledge & Skills 1. CFP an...

Job Title: Financial Literacy Planner Job Overview: Responsibilities and Duties: Implementation (Primary Task): - Responsible for 5 to 6 branches - Observe 6 financial literacy classes per day. - Design and conduct training programs - Communicate with teachers, coordinators and Principals on regular basis. - Research on teaching and learning methodology. -...

**Job Summary** As a **Certified Financial Planner (CFP) Trainer** at FPA Edutech, you will be responsible for training aspiring financial planners, developing high-quality course content, and ensuring learners gain strong conceptual and practical knowledge in financial planning. This role is ideal for certified professionals who are passionate about...