12 Cfp Certification Jobs

Type: Full Time Location: Thane Description: Company Name : Value Wealth Experience Level : Fresher, 0-3 years work experience Industry : Financial Planning, Wealth Management About the Company : Value Wealth is a Wealth Management Firm Managing 220 Cr of AUM from 500+ Families, Corporates spread across locations. Website : www.valuewealth.in Job Summary : Role is for a Relationship Manager managing Mid networth & HNI Clients, small to mid segment corporates, Reviewing their portfolio through Financial planning/goal planning mode. Who Should Apply : CFP Candidates,/Candidates with work experience with AMCs or MFD Firms Responsibility Managing Existing MNI/HNI/NRI Investor base Conduct Calend...

Job Description: As a Partner - First Private at IDFC FIRST Bank, you will play a crucial role in managing and growing the private banking business in Chennai, Tamil Nadu. Your primary responsibilities will include developing strategies to attract high net worth clients, building and maintaining client relationships, understanding clients" financial needs, meeting sales targets, and staying updated with market trends. Key Responsibilities: - Develop and implement strategies to attract and retain high net worth clients - Build and maintain relationships with existing and potential clients - Understand clients" financial needs and provide personalized solutions - Cross-sell various financial p...

Job Description About Us Founded in 2012, Scripbox is a full-stack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology, data & science. We partner with our customers & help them navigate their investment journey with the sole objective of helping them attain their financial goals. Why become a Scripter We Scripters take immense pride in the business we are building. Our task is ambitious and we like to work hard as well as smart. If you are somebody who relishes challenges and contributes to a new way of thinking and investing in India, then you are just like us, a Scripter at your core! Also whils...

As a Paraplanner in the UK Financial Planning team, you will be responsible for providing support in financial planning activities. Your main responsibilities will include: - Supporting financial advisors in preparing financial plans and reports - Conducting research on investment products and market trends - Assisting in client meetings and communication - Ensuring compliance with regulatory requirements You should meet the following qualifications: - Experienced as a UK Paraplanner, with ready-to-deploy profiles preferred - Alternatively, holding a CFP certification is highly preferred - Minimum of 2+ years of relevant experience - Immediate availability is a priority In addition to the jo...

Job Description: Do you love to be in front of the camera and own the show Then this could be your chance to become a Finance Youtube Host with us. We are seeking Chartered Accountants (CA), Certified Financial Planners or MBAs in Finance to become a part of our team at Mango Creators. As a creator for our financial YouTube channel, you will play a crucial role in creating engaging and informative video content on various financial topics such as investing, insurance, and taxation. This is a role based out of Pune and will require you to spend about 12-15 hours in our office space to create content on a weekly basis. Responsibilities: - Create engaging videos in Hindi on financial topics lik...

Job Opening: Paraplanner (UK Financial Planning) We are currently looking for experienced Paraplanners to join our team. Below are the key requirements: Candidate Profile: Experienced UK Paraplanners (ready-to-deploy profiles preferred) OR CFP certification is highly preferred Minimum Experience : 2+ years Immediate joiners will be given priority Job Details: Shift Timing : 12:00 PM 9:00 PM IST Availability : Immediate joiners preferred Locations : Ahmedabad Chennai Bangalore

You are currently looking for experienced Paraplanners to join the team. The key requirements for this role are as follows: - Experienced UK Paraplanners (ready-to-deploy profiles preferred) - CFP certification is highly preferred - Minimum Experience required is 2+ years - Immediate joiners will be given priority The job details are as follows: - Location: Ahmedabad, Chennai, Bangalore - Shift Timing: 12:00 PM - 9:00 PM IST - Immediate joiners preferred Please note that the job is open in the following locations: - Ahmedabad - Chennai - Bangalore,

You will be joining a Financial Products Distribution Company established in 1994 as a Relationship Manager (Wealth Advisor). Your role will involve providing personalized financial planning, investment management, and wealth preservation strategies to assist clients in achieving their financial objectives. **Key Responsibilities:** - Build and nurture strong relationships with high-net-worth individuals and families. - Create and execute tailored financial plans encompassing investment strategies, tax optimization, estate planning, and retirement solutions. - Perform thorough portfolio evaluations and offer continuous guidance based on market trends and client requirements. - Identify poten...

Posted 53 weeks ago Apply Now Job Description About Us Founded in 2012, Scripbox is a full-stack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology, data & science. We partner with our customers & help them navigate their investment journey with the sole objective of helping them attain their financial goals. Why become a Scripter We Scripters take immense pride in the business we are building. Our task is ambitious and we like to work hard as well as smart. If you are somebody who relishes challenges and contributes to a new way of thinking and investing in India, then you are just like us, a Scr...

About Us: We are seeking Chartered Accountants (CA), Certified Financial Planners or MBAs in Finance to become a part of our team at Mango. As a creator for our financial YouTube channel, you will play a crucial role in creating engaging and informative video content on various financial topics such as investing, insurance, and taxation. This is a role based out of Pune and will require you to spend about 12-15 hours in our office space to create content on a weekly basis. Responsibilities: Create engaging videos in hindi on financial topics like investing, insurance, and taxation. Editing of the videos is not a part of this scope Simplify complex financial concepts for the audience Research...

???? Exciting Internship Opportunity for Aspiring Financial Planners! Assuredgain Financial Planners is thrilled to announce PAID INTERNSHIP opportunities for passionate individuals looking to kickstart their career in financial planning and corporate wellness. ???? What We&aposre Looking For: ? CFP Level 3 completed or recently completed CFP certification ? Fast learner with strong analytical skills ? Ability to work remotely with excellent communication skills ? Passion for corporate financial wellness and client advisory. ???? What We Offer: ???? Task-based compensation structure ???? Earn up to ?30,000 based on work quality and project complexity ???? Hands-on experience in corporate fin...

As a candidate for this role, you are expected to possess strong communication and interpersonal skills, enabling you to build and nurture long-term relationships with clients. It is essential that you have an existing network of clients and corporates, fostering robust connections. A comprehensive understanding of the Mutual Fund Industry, Capital Market, and factors driving growth and profitability is crucial for success in this position. Furthermore, exceptional team management abilities are required to lead effectively. Having certifications in NISM and CFP would be advantageous for your application. Your primary responsibilities will involve generating leads and seeing them through to c...