1,890 Financial Planner jobs in India
Financial Planner
Mumbai, Maharashtra
HRipple Solutions
Posted 3 days ago
Job Viewed
Job Description
This advertiser has chosen not to accept applicants from your region.
0
Financial Planner
Mumbai, Maharashtra
HRipple Solutions
Posted 3 days ago
Job Viewed
Job Description
’ :
: , | ⏰ ‐
Are you passionate about helping clients achieve their financial aspirations? As a Financial Planner, you’ll build tailored financial strategies, manage client portfolios, conduct reviews, and deliver expert investment advice. You'll play a pivotal role in ensuring clients meet their financial goals through comprehensive planning and exceptional service.
️
• Client Portfolio Management
-Build and manage client portfolios based on financial objectives, risk appetite, and preferences
-Conduct regular portfolio reviews, adjusting strategies to align with goals and market conditions
• Financial Planning & Advisory
-Create personalized plans for investments, retirement, taxes, and estate needs
-Provide ongoing advice and adjust plans as clients’ circumstances evolve
• Client Communication & Relationship Building
-Maintain frequent interaction via monthly calls, in-person sessions, and virtual meetings
-Keep clients updated on market changes, regulation shifts, and new offerings
• Transaction & Compliance Management
-Oversee KYC procedures, investment transactions, paperwork, and documentation
-Collaborate with internal teams for accurate and timely execution
• Reporting & CRM Maintenance
-Generate review reports comparing current positions with initial plans and suggest refinements
-Maintain records in CRM—tracking interactions, plan progress, and transactions
• Training & Development
-Stay current with financial regulations, products, trends
-Share knowledge with peers and help onboard new team members
’
1. Bachelor’s in Finance, Accounting, Economics, or related field
2. CFP certification or equivalent preferred
3. Minimum 3 years experience in financial planning or client-facing wealth roles
4. Strong Excel skills and proficiency with financial planning tools
5. Hands-on familiarity with Zoho CRM (or similar)
6. Excellent communication—able to simplify complex financial concepts
7. Detail-oriented, analytical, and proactive problem solver
8. Comfortable working both independently and collaboratively
?
• Fast-paced, client-focused financial planning environment
• Exceptional opportunity to build and own comprehensive client relationships
• Supportive culture of continuous learning—training, mentorship, peer insights
• Vibrant office location in Chembur, Mumbai
️
Send your resume
: , | ⏰ ‐
Are you passionate about helping clients achieve their financial aspirations? As a Financial Planner, you’ll build tailored financial strategies, manage client portfolios, conduct reviews, and deliver expert investment advice. You'll play a pivotal role in ensuring clients meet their financial goals through comprehensive planning and exceptional service.
️
• Client Portfolio Management
-Build and manage client portfolios based on financial objectives, risk appetite, and preferences
-Conduct regular portfolio reviews, adjusting strategies to align with goals and market conditions
• Financial Planning & Advisory
-Create personalized plans for investments, retirement, taxes, and estate needs
-Provide ongoing advice and adjust plans as clients’ circumstances evolve
• Client Communication & Relationship Building
-Maintain frequent interaction via monthly calls, in-person sessions, and virtual meetings
-Keep clients updated on market changes, regulation shifts, and new offerings
• Transaction & Compliance Management
-Oversee KYC procedures, investment transactions, paperwork, and documentation
-Collaborate with internal teams for accurate and timely execution
• Reporting & CRM Maintenance
-Generate review reports comparing current positions with initial plans and suggest refinements
-Maintain records in CRM—tracking interactions, plan progress, and transactions
• Training & Development
-Stay current with financial regulations, products, trends
-Share knowledge with peers and help onboard new team members
’
1. Bachelor’s in Finance, Accounting, Economics, or related field
2. CFP certification or equivalent preferred
3. Minimum 3 years experience in financial planning or client-facing wealth roles
4. Strong Excel skills and proficiency with financial planning tools
5. Hands-on familiarity with Zoho CRM (or similar)
6. Excellent communication—able to simplify complex financial concepts
7. Detail-oriented, analytical, and proactive problem solver
8. Comfortable working both independently and collaboratively
?
• Fast-paced, client-focused financial planning environment
• Exceptional opportunity to build and own comprehensive client relationships
• Supportive culture of continuous learning—training, mentorship, peer insights
• Vibrant office location in Chembur, Mumbai
️
Send your resume
This advertiser has chosen not to accept applicants from your region.
1
Financial Planner
Mumbai, Maharashtra
HRipple Solutions
Posted today
Job Viewed
Job Description
This advertiser has chosen not to accept applicants from your region.
2
Financial Planner
Mumbai, Maharashtra
HRipple Solutions
Posted 14 days ago
Job Viewed
Job Description
This advertiser has chosen not to accept applicants from your region.
3
Financial Planner
Mumbai, Maharashtra
HRipple Solutions
Posted today
Job Viewed
Job Description
This advertiser has chosen not to accept applicants from your region.
4
Financial Planner
Navi Mumbai, Maharashtra
Finoviser Financial Services
Posted today
Job Viewed
Job Description
**Responsibilities**:
- Analyse client’s financial status (e.g., income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
- Develop sound financial plan and budgets for clients according to their changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.
- Ability to do gap analysis and designing counter action plan (if needed)
- Periodic review with the client on his report as per set plan
- Portfolio rebalancing
**Requirements**:
**Experience**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a must.
- Valid FINRA license series 7 & 66
**Skills**:
- Proficiency in MS Office and CRM systems
- Attention to detail and strong in mathematics
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills
- Humble and Soft Spoken.
**CTC**:
As Per Experience & Industry Standards
- Analyse client’s financial status (e.g., income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
- Develop sound financial plan and budgets for clients according to their changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.
- Ability to do gap analysis and designing counter action plan (if needed)
- Periodic review with the client on his report as per set plan
- Portfolio rebalancing
**Requirements**:
**Experience**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a must.
- Valid FINRA license series 7 & 66
**Skills**:
- Proficiency in MS Office and CRM systems
- Attention to detail and strong in mathematics
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills
- Humble and Soft Spoken.
**CTC**:
As Per Experience & Industry Standards
This advertiser has chosen not to accept applicants from your region.
5
Financial Planner
Navi Mumbai, Maharashtra
Finoviser Financial Services
Posted today
Job Viewed
Job Description
**Responsibilities**:
- Analyse client’s financial status (e.g., income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
- Develop sound financial plan and budgets for clients according to their changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.
- Ability to do gap analysis and designing counter action plan (if needed)
- Periodic review with the client on his report as per set plan
- Portfolio rebalancing
**Requirements**:
**Experience**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a must.
- Valid FINRA license series 7 & 66
**Skills**:
- Proficiency in MS Office and CRM systems
- Attention to detail and strong in mathematics
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills
- Humble and Soft Spoken.
**CTC**:
As Per Experience & Industry Standards
- Analyse client’s financial status (e.g., income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
- Develop sound financial plan and budgets for clients according to their changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.
- Ability to do gap analysis and designing counter action plan (if needed)
- Periodic review with the client on his report as per set plan
- Portfolio rebalancing
**Requirements**:
**Experience**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a must.
- Valid FINRA license series 7 & 66
**Skills**:
- Proficiency in MS Office and CRM systems
- Attention to detail and strong in mathematics
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills
- Humble and Soft Spoken.
**CTC**:
As Per Experience & Industry Standards
This advertiser has chosen not to accept applicants from your region.
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6
Financial Planner
Navi Mumbai, Maharashtra
Finoviser Financial Services
Posted today
Job Viewed
Job Description
**Responsibilities**:
- Analyse client’s financial status (e.g., income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
- Develop sound financial plan and budgets for clients according to their changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.
- Ability to do gap analysis and designing counter action plan (if needed)
- Periodic review with the client on his report as per set plan
- Portfolio rebalancing
**Requirements**:
**Experience**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a must.
- Valid FINRA license series 7 & 66
**Skills**:
- Proficiency in MS Office and CRM systems
- Attention to detail and strong in mathematics
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills
- Humble and Soft Spoken.
**CTC**:
As Per Experience & Industry Standards
- Analyse client’s financial status (e.g., income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
- Develop sound financial plan and budgets for clients according to their changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.
- Ability to do gap analysis and designing counter action plan (if needed)
- Periodic review with the client on his report as per set plan
- Portfolio rebalancing
**Requirements**:
**Experience**:
- 2-4 years as a financial planner in a wealth advisory firm
**Qualification**:
- Professional Certification (CFP) is a must.
- Valid FINRA license series 7 & 66
**Skills**:
- Proficiency in MS Office and CRM systems
- Attention to detail and strong in mathematics
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills
- Humble and Soft Spoken.
**CTC**:
As Per Experience & Industry Standards
This advertiser has chosen not to accept applicants from your region.
7