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 Title:Strategic Financial PlannerIndustry Overview:The solar panel industry is a rapidly growing sector that offers exciting opportunities for financial analysts and project finance professionals. As a strategic financial planner, you will play a key role in helping organizations navigate this dynamic market.Key Responsibilities:This role involves...

Job Title: Strategic Financial PlannerAs a highly skilled financial professional, you will play a vital role in driving business growth and success by effectively managing the organization's financial health and stability.Key Responsibilities:Develop and implement strategic financial plans to enhance profitability and drive business performance.Utilize...

' :: , | ‐Are you passionate about helping clients achieve their financial aspirations? As a Financial Planner, you'll build tailored financial strategies, manage client portfolios, conduct reviews, and deliver expert investment advice. You'll play a pivotal role in ensuring clients meet their financial goals through comprehensive planning and...

𝗪𝗲'𝗿𝗲 𝗛𝗶𝗿𝗶𝗻𝗴: 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗲𝗿 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: 𝗖𝗵𝗲𝗺𝗯𝘂𝗿, 𝗠𝘂𝗺𝗯𝗮𝗶 | 𝗙𝘂𝗹𝗹‐𝗧𝗶𝗺𝗲 𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗥𝗼𝗹𝗲Are you passionate about helping clients achieve their financial...

Job Title: Certified Financial ExpertA Paper Manufacturing company is seeking a skilled Chartered Accountant to join their team.Responsibilities:Filing of corporate income tax returns and other tax matters.Maintenance of books of account, ensuring accurate and timely reporting.Skillful handling of VAT, CST, Service Tax, and Excise matter with government...

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...

Job OverviewClient-centric approach with a focus on delivering tailored solutions.To create effective financial plans, we delve deep into clients' financial needs and risk profiles.Excellent networking skills are essential for building strong relationships.Acquiring new business opportunities is a key aspect of this role.Representing the organization while...

Wealth Management OpportunityAt Moneyfrog Financial Services Pvt Ltd, we are seeking a skilled Wealth Manager to join our team. As a key member of our financial services organization, you will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored...

Job Title: Investment StrategistKey Responsibilities:Develop and maintain strong professional relationships with High Net Worth Individual (HNI) clients.Provide expert advice on investment products, including Mutual Funds, Equities, Bonds, and Insurance.Conduct regular portfolio reviews and risk assessments to optimize client investments.Identify and onboard...