Financial Planner

1 week ago

Bengaluru, India TATA AIA Insurance Full time

We seek mature, responsible, and motivated individuals to build a purposeful, dignified, and financially independent second career. As a Financial Advisor at Tata AIA Life Insurance, you will help individuals and families secure their futures with reliable life insurance solutions. Who Can Apply • Retired bankers, teachers, and government officers • Homemakers with strong networks and a will to meet people • Mid-aged professionals (40+) seeking part-time or independent work • Candidates with excellent interpersonal skills and a passion for helping others Why Join Us • Prime office location at Lavelle Road, MG Road • Expert team managers for guidance • Comprehensive product and sales training • Build your clientele with full backend support • Unlimited earning potential through commissions and incentives • Flexible hours, ideal for retirees and homemakers Eligibility: - Minimum age: 30 years - Language proficiency in Kannada, English, or local dialect - Minimum qualification: 12th pass (graduates preferred) - Prior experience in Banking, Teaching, Sales, or Insurance is advantageous

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    Jayanagar, Bengaluru, Karnataka, India Vandyam Prasada Foods Private Limited Full time

    **Role Description** This is a full-time on-site role for a Certified Financial Planner at WinTrans in Bengaluru. The Certified Financial Planner will be responsible for financial planning, personal financial planning, finance, retirement planning, and utilizing their certification to provide expert financial advice and services. **Qualifications** -...

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    Bengaluru, India Liquide Full time

    🚀 We’re Hiring at Liquide! Are you passionate about helping people achieve their financial goals? At Liquide, we’re on a mission to simplify wealth creation and empower investors with actionable insights. We’re looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team....

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    Bengaluru, India Liquide Full time

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    5 days ago

    Bengaluru, India Liquide Full time

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    Bengaluru, India Gaining Ground Investment Services Pvt Ltd Full time

    Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Life Planning? This opportunity is tailor-made for you!At Gaining Ground, we offer more than just a job – we offer a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....

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    7 hours ago

    Bengaluru, India Gaining Ground Investment Services Pvt Ltd Full time

    Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Life Planning? This opportunity is tailor-made for you!At Gaining Ground, we offer more than just a job – we offer a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand....

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    27 minutes ago

    Bengaluru, India Gaining Ground Investment Services Pvt Ltd Full time

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  • Financial Literacy Curriculum Planner

    1 week ago

    Bengaluru, India Orchids The International School Full time

    **Job Title**: Financial Literacy Planner **Job Overview**: **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 textbooks/workbooks. - Create and design activities for...

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    22 hours ago

    Bengaluru, India Accsource Full time

    Assist with the preparation of the statements of advice. - Assisting the planners in research and development of advice plans. - Preparation and editing of advice plans. - Review PDS documentation. - Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies. - Management of client...

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    Bengaluru, India HEXAGON CAPITAL ADVISORS Full time

    Join us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. - **Our Values**: **Valuing Relationships**: - We don’t just juggle numbers. We are empathetic to our clients. **Transparency & Disclosures**: - Our recommendations are always backed by hows and whys. - **Diligence &...