108 Cfp Jobs

Position Overview: We are seeking a skilled and client-focused Certified Financial Planner (CFP) (or AFP) to join our financial planning team. The ideal candidate will possess strong technical expertise in financial advisory, wealth management, and tax-efficient planning, combined with the ability to deliver personalised financial strategies for clients. This role involves comprehensive client financial analysis, portfolio planning, and development of holistic solutions covering investments, tax, retirement, and estate planning. Key Responsibilities: Develop tailored financial plans for clients, aligning investment, tax, and estate objectives with long-term goals Conduct in-depth reviews of ...

/ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/15) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 27.10.2025 TO 17.11.2025 State Bank of India invites online applications from eligible Indian citizens for appointment to the Specialist Cadre Officers Posts on Contract Basis. Candidates are requested to apply online through the link given on Banks official website https://sbi.bank.in/web/careers/current-openings 1. The process of Registration is complete only when fee is deposited with the Bank through online mode on or before the last date for payment of fee / last date of online registrations. 2. Before applying, candidates are requ...

About Prospurts Prospurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 925 crore across 400+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients lives, which is why we also started Prospurts Welln...

JOB DESCRIPTION Manage portfolio of clients, provide tailored financial planning and investment advisory services across multiple asset classes. Engage clients to understand their financial goals and conduct regular portfolio reviews. Support senior managers in growth strategies and drive business development through client acquisition. Role and Responsibilities • Manages portfolio of clients, providing comprehensive financial planning and investment advisory services. • Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences. • Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structur...

Role & responsibilities • Managing the organization's existing clients, including any service-related, operational or sales driven requests. Moreover, drive new business from our existing clients for various financial services • Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale • Needs to connect with people through phone, emails, chat, screen-sharing and social media platforms in an engaging manner for their financial planning • Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM . • Achieve revenue in terms of income generated through various financial planning solutions conduct and assist in or...

Job Type: Full Time | Location: Bangalore Company: Sinhasi Consultants Pvt Ltd | website: www.sinhasi.com Position: Assistant Manager Investment & Financial Plan Servicing No. of Position: 2 Qualification: Graduate/Post-Graduate/CFP/CWM/NISM XA & XB Experience: 1-2 years of experience in Plan servicing and operations Job Description: Responsible for execution of investment suggestions. On time and efficient execution of Investments, Insurance plans etc. Client coordination for completing all KYC compliant documentation and other documentation Responsible for completing all paperwork towards Financial Plan implementation. To coordinate with vendors / product manufacturer to execute and resolv...

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

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

Designation - Cluster Head - Banking Channel - B2B Location - Gurugram Ctc - 15-19 Lacs Experience : 7 yrs exp in AMC(Mutual Funds Company) Responsible for driving sales target in all bank branches and growth market locations in the Cluster Required Candidate profile Candidate must be working in AMC Strong understanding of financial markets, investment products (especially Mutual Funds, PMS & AIF), and sales strategies Certification - NISM - XXI-A and NISM - V-A

Team Leader – Wealth Managers / Advisors Location: Dwarka- Delhi Experience: 5–7 yrs (Wealth Management) * Team handling for Wealth Advisors / Planner + HNI client servicing * Mutual Funds, Insurance, PMS sales * NISM/CFP preferred Call- 9759214475

Job Description for Head of Research Analyst. Major Accountabilities: 1. Investment Recommendations and Analysis: Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services. Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities. 2. Client Coordination: ¢ Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients. ¢ Address day-to-day queries from clients and maintain strong client relationships. 3. Team Leadership and Guidance : ¢ Lead and guide the equity research ...

Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida . The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of In...

Responsibilities: * Manage relationships with HNIs & acquire new clients * Provide financial advice on Mutual funds & portfolio management * Handle NISM certification requirements * Meet sales targets Health insurance Leave encashment Mobile bill reimbursements Referral bonus Retention bonus Sales incentives Life insurance Travel allowance

As a Wealth Manager, your primary role involves acquiring and maintaining relationships with preferred clients, specifically High Net Worth Individuals (HNI) and Ultra HNI clients. You will be responsible for generating Assets Under Management (AUM) from these clients by advising them on their investments and managing their financial portfolios. Additionally, you will collaborate with the product and research team to make informed investment decisions for your clients. Key Responsibilities: - Acquire and maintain relationships with preferred clients, focusing on HNI and Ultra HNI individuals - Generate AUM from preferred clients by providing investment advice and managing their financial por...

Understand the client's financial situation, needs & goals Diagnose financial gaps & suggest actionable solutions Prepare financial health reports, plan summaries & action plans Stay updated on financial products, regulatory changes & market dev Required Candidate profile Exp in personal finance advisory, wealth management, financial planning, or tax consulting Strong understanding of Indian financial products, taxation, EPF rules & compliance Excellent Communication

We are hiring portfolio Analyst-Client focused professional. Prepared personalized plans including retirement planning, child education planning, interacting with client for any data needed, use planning tools and work with closely operation team Required Candidate profile Prepared details of annual income, Prepared presentation, Maintain records, Conduct Training, CFP candidate would be preferred, Fresher and experience both are welcome. send CV at priyam@successr.in

You will be a part of one of the world's largest providers of financial services, playing a pivotal role in driving the team towards success. Your responsibilities will include: - Defining, refining, and clearly communicating the team's mission and roadmap to inspire alignment and support among team members and stakeholders. - Contributing to the product roadmap by ensuring full transparency around the capabilities being developed and influencing the identification of new opportunities. - Engaging with clients and partners to understand and prioritize their needs, serving as their advocate within the team. - Establishing clear acceptance criteria and measuring results against them. - Monitor...

As a Client Partner - CFP at Vedant Finserv, an award-winning wealth management firm, your role will be crucial in delivering holistic, trustworthy, and high-impact financial planning services to our clients. Key Responsibilities: - Engage with clients to understand their financial aspirations, life goals, and challenges. - Offer structured, goal-based investment recommendations aligned with risk profiles. - Coordinate periodic portfolio reviews and ensure timely service delivery. - Maintain detailed client records and track follow-ups using internal systems. - Contribute to internal knowledge-sharing and continuous improvement initiatives. - Uphold confidentiality and integrity in every cli...

Roles and Responsibilities Teach students about stock markets, equities, capitalization, and related concepts. Develop and deliver engaging lesson plans for online courses on stock market trading. Conduct research analysis to create informative content for educational materials. Provide one-on-one support to students through email or chat sessions. Collaborate with team members to improve course curriculum and teaching methods.

Responsibilities: * Conduct research analysis on financial markets and instruments * Teach stock market and finance principles using technical and fundamental analysis techniques * Prepare lesson plans and course materials Health insurance Leave encashment Work from home Job/soft skill training

As a Wealth Management Associate / Advisor in Trivandrum, Kerala, you will play a crucial role in managing and growing clients" investment portfolios to help them achieve their financial goals. Your responsibilities will include: - Assisting clients in managing their investment portfolios based on their financial goals and risk appetite - Providing personalized wealth management solutions including mutual funds, insurance, bonds, equities, and other financial products - Conducting periodic portfolio reviews and staying updated with market trends and regulatory guidelines - Collaborating with internal teams for client onboarding and compliance checks - Building and maintaining long-term clien...

As a Senior Manager in Wealth Management (Advisory) at Guardian Capital, you will be a part of an Elite Wealth and Asset Management firm, recognized as the best investment advisory firm in India by CNBCTV18. We offer services in Wealth Management, Financial Planning, and Taxation tailored to meet individual client needs. - Research: - Monitor the performance of invested funds. - Participate in fund manager calls to align internal research with external opinions. - Financial Planning: - Develop financial plans and present them to clients. - Collaborate with team leaders to collect necessary data. - Update client information and adjust plans as needed. - Client Service: - Gather required docum...

•Assist with account setup,custodian paperwork review and CRM updates •Manage advisor workflows,compliance checklists and operational task •Prepare detailed reports •Assistance in Portfolio Services •Overall support to the wealth management processes

As a Partner-First Private at IDFC FIRST Bank, your role is vital in managing and expanding the private banking business in Chandigarh. You will collaborate with the Wealth Management team to provide tailored financial solutions to high net worth individuals and families. Your responsibilities include acquiring new clients, nurturing existing relationships, and contributing to the growth of the bank's private banking segment while ensuring compliance with regulatory and internal guidelines. Key Responsibilities: - Develop and execute a strategic plan to attract new private banking clients. - Foster strong connections with current clients to enhance their financial portfolio. - Conduct regula...

As a Mid-Senior level Investment Sales Consultant in the Sales industry, based in Delhi, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include: - Promoting mutual fund solutions - Nurturing investor relationships - Driving revenue across retail and HNI segments Your role will involve: - Client acquisition - Lead generation - Client engagement - Advisory services - Product consultation - Sales closure - Market tracking - Insights sharing - Reporting - Compliance To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual...