Certified Financial Planner

Job-role TitleCertified Financial Planner, Finwise PFSRole of the person in the organizationFinancial Planning resource, reporting to the FounderProfile of Job & Key TasksPart of the Planning function, reporting to the Founder (70%)·       Creating and finalizing (in consultation) new roadmaps·       Scheduling (over email) review calendars...

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...

We are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Investment Specialist. Our core product offering is Mutual Fund, FD, Govt. Bonds, Debenture, etc. Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge...

We are not a me-too brand. We are category creators.At SuperBottoms, you get to build a category from scratch and not just push another me-too product.SuperBottoms is India's first certified and No. 1 voted eco-friendly cloth diaper brand. From quirky cloth diapers and langots to India's softest underwear, our products are fun, sustainable, and affordable....

Financial PlannerThis role involves providing expert advice on financial planning, reporting, and analysis. The ideal candidate will have a strong background in accounting and finance, with excellent analytical and problem-solving skills.Key Responsibilities:Develop and implement financial plans for clientsAnalyze financial data to identify trends and areas...

Job Title -Financial PlannerJob Location- MumbaiCompany Profile - PlantRich Consultancy LLPis a distinguished boutique investment solutions firm dedicated to empowering individuals, families, and businesses in their wealth-creation journey. We focus on simplifying investments through investment solutions, disciplined execution, and ongoing portfolio support....

Understand Clients financial needs.Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals.Prepare Financial plans for clients and present them

Job DescriptionWe never solicit payment as part of our hiring process, and we always contact candidates through our corporate accounts. If you are asked for payment, it is likely to be fraudulent.About UsWe are a leading provider of administrative services, helping clients invest and operate safely worldwide. As a global company with thousands of employees...

About NCR AtleosNCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability for financial institutions and retailers across the globe.Position Title: Service Planner IILocation: Mumbai Position DescriptionPosition is...

CPA profile responsibilitiesMust have skills: Fund Raising, Investment strategies, Cash Flow management, Financial Strategy, Investor relations, Strategic Budgetary control, IPO funding, Working capital Management, M & A experience will be added advantage.Key responsibilitiesFinancial Reporting & Analysis: Preparing, examining, and analyzing financial...