6 Financial Plans Jobs

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...

Account Management Develops, manages, and monitors client service delivery executions of the assigned accounts Oversees process development and execution management Assures quality control of all media planning and implementation Enforces Best Practices Prepares and presents annual financial plans and human resources plans Performance Media Implements Planning Process for the assigned accounts and holistic media planning across all digital disciplines paid search, display, social, native, video, and Ecom Coordinates efforts across different digital media channels to drive optimized recommendations Continuously evaluate and improve upon all digital media opportunities Attend client meetings a...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients and assist investment professionals in cultivating client relationships. Prepare financial plans and verify their accuracy. Qualifications Bachelor's degree in Finance or a related field with at least 5 years of industry experience. You should have a strong understanding of the investment business and possess excellent interpersonal skills.,

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients. Support investment professionals to cultivate client relationships. Prepare financial plans and check their accuracy. Qualifications Bachelor's degree in Finance or related field. 5+ years of industry experience. Strong understanding of the investment business. Excellent interpersonal skills.,

We are currently seeking enthusiastic and detail-oriented individuals to join our dynamic team as Finance Advisors. This role is designed for those who are eager to kick-start their careers in finance, offering a unique chance to learn from experienced professionals and gain hands-on experience in financial advisory services. As a Finance Advisor, you will be responsible for providing clients with sound financial advice, assisting in developing investment strategies, and helping them achieve their financial goals. If you are a recent graduate with a strong analytical mindset, excellent communication skills, and a passion for finance, we invite you to apply and become a part of our innovative...

Work Location: Chennai / Bangalore Please share your updated profile to sugantha.krishnan@acldigital.com Role & responsibilities Strategic financial management Financial planning and analysis (FP&A): Developing and executing financial plans, including budgets, forecasts, and long-range projections, Strategic planning: Collaborating with the CFO and other executives to develop and implement financial strategies aligned with the company's overall business strategy, Investment decisions: Evaluating potential investments, including acquisitions and technology initiatives, to ensure alignment with financial goals and maximum return on investment (ROI). Capital allocation: Deciding how to best dep...