Certified Financial Planning Expert

Job Title Financial Planning Specialist Financial Advisory Financial Planning Expert Are you passionate about empowering people with financial knowledge Do you thrive on helping individuals make smart financial decisions for a secure future If yes then this role is for you Key Responsibilities u Build strong relationships with clients by understanding their...

**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...

Job Title: Financial PlanningSpecialist / Financial Advisory / Financial Planning ExpertAre you passionate about empoweringpeople with financial knowledge? Do you thrive on helping individuals makesmart financial decisions for a secure future? If yes, then this role is foryouKey Responsibilities:ü  Build strong relationships withclients by understanding...

Aditya Birla Health Insurance Financial Planning Location: ABHI One India Bulls, Maharashtra Job Purpose - To assist and plan the formulation & achievement of Long-term Operating Plan for the entire organization for consolidation, finalization of key assumptions, initiatives and sensitivities. Collaborate with the other work stream owners on various...

About CFOLogicCFOLogic is global accounting (non-audit) firm working in the US, UK, Australia and India. We work with small and medium sized business to reduce finance cost and maximise their peace of mind. We're extended finance teams for our clients and with we provide support to accelerate their sustained growth. We have worked with numerous businesses...

Snowflake Expert What does a Snowflake ETL Expert do at Fiserv? As a Snowflake ETL Expert, you will be responsible for designing, developing, and maintaining ETL processes to support data integration and analytics using the Snowflake platform. You will work closely with data architects, analysts, and other stakeholders to ensure data is accurately and...

2) To prepare comprehensive Financial Plan for Clients. 3) To fix meeting with clients periodically and to review the Financial Plan. 4) To review the Investment Strategy and to suggest any modification if required after confirming from the Investment Advisor Team Leader. 5) To work as profit center for Client and the organization. 6) To act as single...

JOB IDENTIFICATIONBusiness Title : Financial Planning Analyst (P2)Department :  Financial Shared Services (FSS)Business Unit : Wolters Kluwer Finance Shared ServicesLocation : Pune, Maharashtra, IndiaABOUT USWolters Kluwer is a global leader in professional information services, providing software and content solutions for legal, business, tax, accounting,...

Hi,We are hiring for the Leading ITES Company for Financial Planning & Analysis (FPNA) Role.To Apply, WhatsApp 'Hi' @ Follow the Steps Below: Click on Start option to Apply and fill the detailsSelect the location as Other (to get multiple location option)a) To Apply for above Job Role (Pune) Type : Job Code # 569Skills:a) Minimum 3 years of experience in F&A...

Job Responsibilities:·       Existing Customers – Relationships Mapped·       Responsible for managing relationships with clients & providing investment advisory services·       Monitoring and managing client portfolios, developing and implementing investment strategies·       Get the Risk Profiling...