Financial Planner

**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...

**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,...

The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client...

India - Product Management and Development - Global Wealth Management **Job Reference #** - 318101BR **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...

Job Title: Curriculum Planner - Financial Literacy Location: Andheri East, Marol (Marol), Mumbai/Yeshwanthpur, Bangalore **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...

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 RESPONSIBILITIES** - Should have knowledge of financial planning - Have to work on various PPT and XL formulas to present certain requirement of clients in specific format - Innovate new way of presenting data to clients every time - Product specific planning and monitoring the performance - Working closely with senior planner and executing day to day...

Plan Your Financial Future with ConfidenceWe provide personalized wealth management solutions to help individuals and families achieve their financial goals. Our experienced team offers goal-based investments tailored to each client's unique needs and life objectives.Our services include:Financial planning and analysisInvestment advice and portfolio...