285 Retirement Planning Jobs - Page 3

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Responsible in handling monetary and non-monetary transactions ...

Job Description: You will be joining as an officer for the Executive Security Role at Mid Managerial Level. We are specifically looking for candidates from the Central Armed Police Forces (BSF, CRPF, CISF, SSB, ITBP) who are nearing retirement within the next few months. Key Responsibilities: - You should have a minimum of 11 to 15 years of service and be under 38 years of age. - You must be physically fit and ready to take on the responsibilities of an executive protection role in Mumbai. Qualifications Required: - Candidates from the Central Armed Police Forces (BSF, CRPF, CISF, SSB, ITBP) planning to retire soon. - Minimum 11 to 15 years of service and age below 38 years. Please note that...

Company Description Life Insurance Corporation (LIC) of India is the oldest and largest insurance company in the country. Despite being in a highly populated nation, insurance awareness is still growing, and LIC aims to educate individuals on the importance of life insurance. LIC is dedicated to providing security both during one's life and after. Role Description This is a full-time on-site role for an Insurance Financial Advisor based in Raichur. The Insurance Financial Advisor will be responsible for assisting clients with their financial planning, retirement planning, and investment needs. Daily tasks include providing financial advice, evaluating insurance options, and monitoring invest...

As a Financial Planner with NISM Certification XA/XB, you will play a crucial role in helping clients achieve their financial goals by creating comprehensive financial plans. You will work closely with clients to assess their financial situations, recommend suitable investment strategies, and provide expert advice on insurance, retirement planning, tax optimization, and other financial matters. - Client Consultation: Meet with clients to understand their financial goals, aspirations, and current financial situation. - Financial Analysis: Analyze clients" financial data, including income, expenses, assets, liabilities, and investment portfolios, to develop personalized financial plans. - Inve...

As a Certified Financial Planner (CFP) at Prabin Agarwal Empowering Investors, your role will involve creating customized financial plans for individual clients to guide them towards long-term wealth creation and financial well-being. Your responsibilities will include: - Developing, presenting, and managing personalized financial plans - Conducting regular client reviews and updating strategies as needed - Providing guidance on investments and retirement strategies - Staying updated on market trends, financial products, and regulatory changes - Coordinating with internal teams for timely execution of client requests - Maintaining high levels of customer satisfaction through consistent commu...

Job Description As a Financial Advisor at eMoney Advisor, LLC, your role will involve providing comprehensive financial planning, retirement planning, investment recommendations, and financial advisory services to clients on a daily basis. You will be based in Bijni for a full-time on-site position. Key Responsibilities - Conduct financial planning for clients - Assist clients with retirement planning - Make investment recommendations - Provide ongoing financial advisory services Qualifications - Possess strong financial planning and finance skills - Demonstrate experience in retirement planning - Have knowledge of investments and financial advisory - Exhibit strong analytical and problem-so...

You will be responsible for creating a creative and effective content strategy for WA's digital campaigns. This includes developing content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. Your role will involve producing eye-catching and original content with a focus on grammar, brevity, and syntax for various corporate marketing and communications materials. Additionally, you will be tasked with creating and delivering press releases highlighting WA's achievements, new clients, client news, and employee accomplishments. Your work will span across different content production areas such as website pages...

As a leading global financial markets infrastructure and data provider, LSEG is committed to driving financial stability, empowering economies, and enabling sustainable growth. Our culture is built on values of Integrity, Partnership, Excellence, and Change, guiding our decisions and actions every day. Joining LSEG means becoming part of a dynamic organization with 25,000 employees across 65 countries. Your individuality will be valued, allowing you to bring your true self to work and contribute to our diverse workforce. We foster a collaborative and creative culture that encourages new ideas and prioritizes sustainability in our global operations. You will play a crucial role in re-engineer...

Role Overview: As an IC4 at Oracle, you will be part of a world leader in cloud solutions that leverages cutting-edge technology to address present-day challenges. With over 40 years of experience, Oracle has established partnerships with industry frontrunners across various sectors and remains resilient by upholding integrity. Oracle values the power of diversity and empowerment in fostering true innovation, thus striving to build an inclusive workforce that offers equal opportunities for all. Joining Oracle opens the gateway to a global career where a harmonious work-life balance is nurtured. You will benefit from competitive and consistent perks, including flexible medical, life insurance...

We are looking for a skilled Insurance Business Analyst with 7 to 15 years of experience to join our team in Pune/Bangalore. The ideal candidate will have a strong background in the UK Savings & Retirement sector, Customer Services Transformation, and Subject matter knowledge. Roles and Responsibility Collaborate with cross-functional teams to analyze business requirements and develop solutions. Develop and maintain deep platform experience, including FNZ, TCS BaNCS, Sonata, and iPipeline. Apply Data Analytics, AI, and Machine Learning techniques to drive business growth. Provide customer services transformation expertise to enhance customer experience. Work closely with stakeholders to iden...

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Analyst will drive capacity planning initi...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. EQs vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. There has never been a better time...

As a Financial Advisor at Mahar Investments, your role will involve developing personalized financial plans, advising clients on investments, retirement planning, and overall financial strategies. You will be based in Ajmer and will play a crucial part in supporting clients" financial goals through strategic advisory services. Key Responsibilities: - Develop personalized financial plans for clients - Advise clients on investments and retirement planning - Analyze financial data and make investment recommendations - Monitor clients" financial portfolios to ensure alignment with their goals - Meet with clients regularly to review their financial situation Qualifications: - Possess skills in Fi...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

As a Certified Financial Planner at Right Horizons Financial Services Pvt. Ltd. in Bengaluru, you will play a crucial role in developing comprehensive financial plans and providing personalized financial advice to clients. Your responsibilities will include: - Conducting financial analysis - Retirement planning - Guiding clients towards achieving their long-term financial objectives To excel in this role, you must possess a Certified Financial Planner certification along with expertise in Financial Planning, Personal Financial Planning, Finance, and Retirement Planning. Strong analytical skills, problem-solving abilities, and decision-making capabilities are essential. Effective communicatio...

Company Description Mint Capital, an esteemed partner of Angel One Ltd, offers a wide range of financial solutions aimed at empowering and educating investors. We specialize in providing insights on stock markets, commodities, mutual funds, bonds, and insurance to help secure your financial future. At Mint Capital, we believe in making finance accessible for both seasoned investors and beginners. Our mission is to guide our clients with the latest trends, investment strategies, and personalized advice for financial growth and empowerment. Role Description This is a full-time, on-site role for an Insurance Financial Advisor located in Jabalpur. The Insurance Financial Advisor will be responsi...

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Responsible in handling monetary and non-monetary transactions ...

The Team: Global People Services team The Impact: As part of the Global People Services team, the Specialist will provide general process expertise and domain knowledge, promote the effective utilization of HR self-service technologies, and support a culture of continuous improvement. Whats in it for you: Be critically part of a pioneering People Services team, supporting the India Region Become an essential talent in a global organization that enables the workplace of the future Responsibilities: Preparing or updating employment records related to hiring, transferring, promoting, and terminating Explaining human resources policies, procedures, laws, and standards to new and existing employe...

About The Role Skill required: Retirement Solutions - Data Entry Services Designation: Customer Service Associate Manager Qualifications: Any Graduation Years of Experience: 10 to 14 years What would you do? We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model that ca...

About The Role Skill required: Retirement Solutions - Data Entry Services Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Processing monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc.Strict adherence non-disclosure of client information by preserving client confidentiality.Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the ...

Role Overview: As a Wealth Management Advisor, your main responsibility will be to provide professional wealth management services to high net worth individuals and families. You will assist clients in creating and implementing personalized investment strategies and financial plans to help them achieve their long-term financial goals. To succeed in this role, you must have a strong understanding of finance, excellent communication skills, and a commitment to delivering exceptional customer service. Key Responsibilities: - Conduct thorough consultations with clients to understand their financial situation, investment goals, and risk tolerance levels. - Analyze clients" financial needs and dev...