Certified Financial Planner Jobs
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Gaining Ground Investment Services Pvt Ltd-Bangalore
Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Planning? This opportunity is tailor-made for you!
At Gaining Ground, we offer more than just a job – we provide...
Euro Exim Bank-Chennai
have done any one or multiple certifications related to Wealth / Investment Management like CFA or FRM (Financial Risk manager), CFP (Certified Financial Planner or CIMA (certified Certified Investment analyst), etc.
• Total Work Experience required...
Gaining Ground Investment Services Pvt Ltd-Bangalore
Are you an aspiring Certified Financial Planner (CFP) with 1-2 years of experience eager to dive deep into the world of Financial Planning? This opportunity is tailor-made for you!At Gaining Ground, we offer more than just a job – we provide...
Euro Exim Bank-Chennai
oriented.
6. Should have done any one or multiple certifications related to Wealth / Investment Management like CFA or FRM (Financial Risk manager), CFP (Certified Financial Planner or CIMA (certified Certified Investment analyst), etc.
7. Total Work...
Corenza-Mumbai
agreed turnaround time linesCoordination with Senior Advisors/Wealth Managers and Back Office team for implementation of adviceAid in queries linked to clients financial plan and/or portfolio recommendationsFinancial planning software, risk profiling...
Prosperr.io-Vijāpura
and client management skills.
• Proficiency in financial analysis tools, Excel, and CRM platforms.
• Certifications such as NISM-Series V-A (Mutual Fund Distributors) or CFP (Certified Financial Planner) are preferred.
What We Offer:
• Flexible working...
5 similar jobs: Mysore, Dharwad, Shimoga, Belgaum, Gulbarga
1 Finance-Bangalore
Responsibilities:
• Understand 1 Finance Approach and services
• Create a financial plan after understanding the client profile
• Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress
• Verifying...
Prosperr.io-Bangalore
in financial analysis tools, Excel, and CRM platforms.Certifications such as NISM-Series V-A (Mutual Fund Distributors) or CFP (Certified Financial Planner) are preferred.What We Offer:Flexible working hours.A dynamic, inclusive, and collaborative work...
Corenza-Mumbai
planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports
• Research software integration for client reports
• Maintenance of planning and review calendars
• Keeping updated on the financial...
FINVESTMENTS-Delhi
Certified Financial Planner), CFA (Chartered Financial Analyst), or IRDAI Insurance Advisor Certification are preferred.
• Minimum 6 month-5 years of experience in wealth management, investment advisory, or financial planning....
1 Finance-Bangalore
Responsibilities:Understand 1 Finance Approach and servicesCreate a financial plan after understanding the client profileKeep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progressVerifying and cross-checking...
GA Capital Management-Nizāmābād
as a wealth manager in banks or in reputed financial services.
• Preferably Certified Financial Planner, or relevant certification of Investment & wealth management.
• Should be self-starter with an existing client book.
• Proven track record of achieving...
5 similar jobs: Ādilābād, Mahbūbnagar, Karīmnagar, Khammam, Nalgonda
Prosperr.io-Bangalore
and client management skills.
• Proficiency in financial analysis tools, Excel, and CRM platforms.
• Certifications such as NISM-Series V-A (Mutual Fund Distributors) or CFP (Certified Financial Planner) are preferred.
What We Offer:
• Flexible working...
InCred Wealth-Bangalore
management strategies, and providing financial advice to clients.
Qualifications
• Financial Planning and Investment Management skills
• Certified Financial Planner (CFP) certification
• Finance background
• Experience in estate planning
• Strong analytical...
foundit.in -
Euro Exim Bank-Chennai
service oriented.
6. Should have done any one or multiple certifications related to Wealth / Investment Management like CFA or FRM (Financial Risk manager), CFP (Certified Financial Planner or CIMA (certified Certified Investment analyst), etc.
7. Total...
foundit.in -
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