497 Financial Planner jobs in India

**Company Description

Life Insurance Corporation of India**
.

Role Description

This is a full-time / Part time role for a Insurance & Financial Planner located in Assam, India. The Financial Planner will be responsible for performing Financial Planning, Selling life insurance policies & providing exceptional customer service. Daily tasks include meeting with clients to understand their insurance and financial needs, providing policy recommendations, processing applications, and maintaining a portfolio of policies. The role also involves staying updated on insurance regulations and industry trends to ensure compliance and provide the best advice to clients.

Qualifications

• Insurance Sales and Insurance skills
• Strong Customer Service skills
• Excellent communication and interpersonal skills
• Ability to work independently and within a team
• Any Graduates.

Job Tital: Certified Financial Planner (CFP)

Location:

Experience: 1–3 years (or as required)

Employment Type: Full-time

About the Role:

We are seeking a skilled and client-focused Certified Financial Planner (CFP) to join our team. The ideal candidate will provide expert financial advice, develop personalized financial strategies, and help clients achieve their long-term financial goals. This role requires strong analytical skills, excellent communication, and a deep understanding of financial planning, investment strategies, taxation, insurance, and retirement planning.

Key Responsibilities:

• Assess clients' financial situation, goals, risk tolerance, and cash flow.
• Develop comprehensive financial plans including investments, tax planning, retirement, insurance, and estate planning.
• Provide recommendations on suitable financial products and investment opportunities.
• Monitor and review financial plans regularly to ensure they remain aligned with clients' changing needs.
• Build and maintain strong client relationships based on trust and confidentiality.
• Stay updated with financial regulations, market trends, and investment strategies.
• Collaborate with internal teams to provide holistic financial solutions.

Key Skills & Competencies:

• Strong knowledge of wealth management, investment, tax, and estate planning.
• Excellent communication, interpersonal, and presentation skills.
• Analytical and problem-solving ability with attention to detail.
• High ethical standards and client-first mindset.
• Ability to explain complex financial concepts in a simple manner.

Qualifications:

• Certified Financial Planner (CFP) certification is mandatory.
• Bachelor's degree in Finance, Commerce, Economics, or related field (preferred).
• Proficiency in MS Excel, financial software, and CRM tools.
• Prior experience in financial planning, wealth management, or advisory role is an advantage.

What We Offer:

• Competitive salary and performance incentives.
• Opportunity to work with a growing financial advisory team.
• Professional development and training support.
• Dynamic and client-focused work environment.

Job Type: Full-time

Pay: Up to ₹1,000,000.00 per year

Application Question(s):

• Do you have experience in financial planning or investment advisory?

License/Certification:

• CFP (Required)

Work Location: In person

As an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.

Responsibilities

• Assisting in gathering client financial information and conducting financial analysis.

-Communicating with clients and various stake holders.

• Preparing financial plans and investment recommendations.

Participating in client meetings to present financial plans.

• Monitoring and reporting on the progress of financial plans.

Qualifications

• Master''s degree in finance, economics, or a related field.

• Professional certifications such as CFP (Certified Financial Planner), CFA, CWM preferred.

-Fresher CA or Inter CA with 2-5 years of experience may apply.

Skills

• Strong analytical and numerical skills.

• Cashflow Modeling skills are must.

• Excellent communication and presentation skills.

• Basic knowledge of financial planning principles and products

Roles and Responsibilities:

• Provide financial planning and investment advisory services

• Manage client relationships

• Identify and grow existing clients

• Create pitch/ presentation for prospective clients Skills.

• Consulting and understanding requirement of individuals and acquiring them for financial planning and portfolio review services.

• Coordinate with clients/ Investors via personal meetings, phone and e-mail .

Kindly share your resume on :Mail I'd: or What's up me on

Job Type: Full-time

Pay: ₹15, ₹25,000.00 per month

Education:

• Bachelor's (Required)

Experience:

• total work: 1 year (Preferred)

Work Location: In person

Job-role Title

Certified Financial Planner, Finwise PFS

Role of the person in the organization

Financial Planning resource, reporting to the Founder

Profile of Job & Key Tasks

Part of the Planning function, reporting to the Founder 
(70%)

·   Creating and finalizing (in consultation) new roadmaps

·   Scheduling (over email) review calendars with customers and preparing review templates

·   Capturing review minutes and scheduling follow-ups where needed to ensure execution of actions

·   Building and executing (executing) communication schedules

·   Maintaining repository of planning-related documentation

·   

End to end ownership of customers for both operations and planning, including implementation

In addition, will also be responsible for supporting on
Operations / Marketing / Research / 
Social Media tasks 
(30%)

Key Responsibility Areas & Key Performance Indicators

·   Successful completion of financial roadmaps

·   Successful completion of financial roadmap reviews

·   Maintaining impeccable and reliable online and offline planning related documentation

·   Happiness in customer engagement

·   Successful execution of
Operations/ Research / 
Marketing / Social Media tasks

Profile of Candidate we are seeking

We are looking for someone who is ready and comfortable dirtying his or her hands, in order to build a long-term career and grow with us. Excellence is sought in the below skills/competencies.

Functional Skills

-  Spreadsheets

-  MS Office365

-  Technological savviness

Behavioral Skills

-  Excellent English communication (written & oral)

-  Inter-personal engagement & dynamics

-  Ability to take initiative & multi-task

-  Managing uncertainty and thriving

Candidate qualifications/experience

Graduate. Post-graduate can also be considered. Should have completed
CFP

. Should have worked in or practiced in the capacity of a planner for at least 12-18 months, and not more than 30-36 months.

Compensation

Will be primarily fixed with a decent variable top-up component. Will not be a constraint for the right candidate.

How to Apply

Send in your resume, along with a brief note (not more than 150 words) on why you suit our requirement, to

, cc to 

Evaluate clients' financial documents including their income, expenses, and liabilities. Offer support and guidance in financial, insurance, and investment planning. Create strategic financial plans and budgets for clients. Monitor clients' needs and adjust their financial plans accordingly. Prepare financial and business analysis reports. Present and market financial products and services. Find potential clients and foster long-lasting relationships. Ensure you stay updated on the latest regulations, practices, and financial products.

Job Types: Full-time, Permanent, Fresher

Pay: ₹23, ₹37,000.00 per month

Benefits:

• Provident Fund

Work Location: In person

Senior CFP

Job Title:

Senior CFP

Work Mode:

Work from Office

Timings:

Tuesday to Saturday, 9:30 AM – 5:30 PM (Sunday and Monday week off)

1. Qualifications:
2. Professional degree / post-graduate in finance
3. Minimum 5 years' experience in investment advisory

4. CFP certification

5. Job Description:

6. Provide investment advice to clients in line with regulations

i.   

Perform KYC

ii.   

Understand client needs and preferences,

iii.   

Develop investment plans

iv.   

Periodically review portfolio performance

1. Responsible for all compliance matters and communications with SEBI:

i.   

On-going periodical submission of returns to SEBI

ii.   

Responding to queries from the regulator

iii.   

Client compliant resolution

1. Recruit, train and manage team of investment advisors:

i.   

Develop in-house training modules

ii.   

Ensure quality of investment advice through periodical training

iii.   

Ensure up-to-date certifications of investment advisors

1. Develop and spread personal finance knowledge to boost business:

i Conduct seminars in organisations

ii Conduct webinars through social media

iii Business development focus through upscaling and new clients

1. Reporting- To the Board
2. Desired qualifications XA and XB certifications within 6 months of joining.