Financial Planning Specialist
1 day ago
Job DescriptionJob Title: Financial Planning Specialist / Financial Advisory / Financial Planning ExpertAre 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 youKey Responsibilitiesü Build strong relationships with clients by understanding their goals and offering personalized financial solutions.ü Guide individuals in making informed financial decisions for long-term financial well-being.ü Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.ü Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.ü Analyze financial data, track progress, and optimize financial plans for better results.ü Represent Finnovate at conferences, meetings, and industry events to promote financial education.Qualifications & SkillsBachelor's degree in finance, economics, or a related field (MBA-Finance preferred).A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the sameMinimum of 2 years of experience in financial advisory or related fieldsStrong knowledge of financial planning, investment strategies, and wealth management.Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.Analytical mindset with the ability to assess financial data and provide strategic recommendations.Self-driven, goal-oriented, and passionate about helping others achieve financial success.check(event) ; career-website-detail-template-2 => ,meta)" mousedown="lyte-button => check(event)" final- final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered="">
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Financial Planner
5 days ago
Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time ₹ 3,60,000 per yearAbout 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...
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Special Education Specialist
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Nashik, Maharashtra, India Nexviora Full time ₹ 6,00,000 - ₹ 8,00,000 per yearRole DescriptionThis is a full-time on-site role for a Special Education Specialist, located in Nasik. The Specialist will provide educational support and implement individualized plans for students with diverse needs. Day-to-day tasks include conducting assessments, applying instructional strategies, collaborating with educators and families, and utilizing...
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Operational Specialist
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Nashik, Maharashtra, India ce201ff5-d472-40ce-bc0b-73ef44c3cc27 Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionThe Shakti Collective stands as India's original cultural hub for music, musicals, artist development, and modern storytelling. Committed to modernizing deeply rooted cultural narratives, The Shakti Collective unites groundbreaking music and captivating stories to connect with diverse audiences. With a unique combination of entertaining...
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Sales Expert
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Nashik, Maharashtra, India Finkasha Services Private Limited Full time ₹ 2,00,000 - ₹ 5,00,000 per yearCompany DescriptionFinkasha Services Private Limited (FSPL) (Finkasha) was founded to empower individuals and businesses to achieve financial confidence. Evolving from its early days into a multi-faceted financial solutions provider,Finkasharemains guided by the principle: Clients' Goals Come First. We specialize in delivering tailored, transparent, and...
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US Paraplanner
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Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time ₹ 2,40,000 - ₹ 5,50,000 per yearTitle - Paraplanner - USShift - 1:00 to 10:00 PMOverview of the RoleThis role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk.Role DimensionsPreparing financial...
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Manager Finance
2 weeks ago
Nashik, Maharashtra, India datar genetics Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Title: Manager Finance and AccountsLocation: NasikPosition Summary:The Manager-Finance and Accounts will oversee the organization's accounting operations, ensuring accuracy, compliance, and efficiency across all financial processes. The role involves supervising day-to-day accounting activities, and supporting management with financial planning,...
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Finance Manager
5 days ago
Nashik, Maharashtra, India Newchem Sunraysia Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob SummaryWe are looking for a detail-oriented and experienced Finance Manager to oversee all financial activities of the organization, including accounting, budgeting, financial planning, compliance, and audits. The ideal candidate should be a Chartered Accountant (CA) with a strong understanding of corporate finance, taxation, and regulatory...
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Account Manager- Semi Qualified CA
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Nashik, Maharashtra, India Raah Foundation Full time ₹ 6,00,000 - ₹ 12,00,000 per yearSummary: We are seeking a diligent and detail-oriented Accounts & Finance Officer with 8-10 years of experience to join our organization. The ideal candidate will be responsible for managing financial transactions, ensuring compliance, periodical MIS, planning & budgeting, and supporting the overall functions in the organization.Key Responsibilities:o...
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Accountant Manager
1 week ago
Nashik, Maharashtra, India HN Multiverrse PVT LTD Full time ₹ 3,60,000 - ₹ 4,20,000 per yearKey Responsibilities: Manage day-to-day accounting operations including accounts payable, receivable, andgeneral ledger Prepare financial statements, balance sheets, and profit & loss accounts Monitor budgets, forecasts, and financial planning activities Ensure compliance with statutory regulations including GST, TDS, and Income Tax Handle...
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Article Assistant
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Nashik, Maharashtra, India ulhas borse chartered accountants Full time ₹ 2,00,000 - ₹ 4,00,000 per yearCompany Descriptionulhas borse chartered accountants is a professional accounting firm based in Nashik, Maharashtra, India. The firm operates from its office located at 11, Suvidhinath, offering specialized accounting and financial advisory services. Known for its expertise and commitment to clients, the firm provides tailored solutions to businesses and...