Jobs

Interviews
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Jobs

Home
>
Jobs in Kolkata
>
Newday Hr Solution
>
Financial Planner -WFH

Financial Planner -WFH

Newday Hr Solution

2 - 4 years

|

1 - 2 Lacs

Kolkata

Posted:2 weeks ago| Platform:

Apply

Skills Required

Portfolio Management Mutual Fund Research Equity Research Mutual Fund Distributor financial planner Investment Strategies Asset Allocation Portfolio Planning Investment Research Fund Management Asset Management Investment Advisory Investment Portfolio

Work Mode

Hybrid

Job Type

Full Time

Job Description

Assesses clients' finances, creates investment, tax, retirement,, provides expert financial advice, monitors progress, & ensures compliance with regulations Crafts tailored financial plans, monitors progress, and adapts strategies to market changes. Required Candidate profile Industry - Mutual Fund Distributor Candidates should have financial knowledge, strong analytics, MS Excel proficiency, Female candidate preferred Should be CFP & QPFP certified

More Jobs at Newday Hr Solution

SEO Executive - Girish Park

Kolkata

INR 1 - 3 Lacs

Sales Manager - Real Estate

Kolkata

INR 4 - 9 Lacs

React Native Developer

Kolkata

INR 3 - 3 Lacs

Trainee Accountant

Kolkata

INR 1 - 2 Lacs

Process Coordinator

Kolkata

INR 1 - 2 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Portfolio Management Interview Now

My Connections Newday Hr Solution

Download Chrome Extension (See your connection in the Newday Hr Solution )

chrome image

Newday Hr Solution

Newday Hr Solution

www.newdayhrsolutions.com

Human Resources Consulting

Anytown

50-100 Employees

30 Jobs

Key People

Alice Johnson

CEO
Bob Smith

HR Consultant

RecommendedJobs for You

Financial Planner -WFH

Newday Hr Solution

Kolkata

Insta Sales Advisor

Religare Broking (RBL)

Noida

Financial Advisor

Panora Global Venture LLP

Calcutta

Financial Advisor

Life Insurance Corporation of India - LIC

Dharmapuri, Tamil Nadu, India

Financial Advisor

Panora Global Venture LLP

Kolkata, West Bengal

Financial Advisor

Kotak Life Insurance

Kalighat, Kolkata/Calcutta

Pcg Advisor@Motilal Oswal

Bossberry Learning

Pune

Financial Advisor

Excellence Financing Broker

Faridabad, Haryana, India

Financial Advisor

Money Honey Financial Services Pvt Ltd

Mumbai Metropolitan Region

Financial Advisor

Wealth Guardians Financial Services

Mohali