Karnataka Financial planner Jobs – 131 Open Jobs Today

Financial Planning Analyst
Valenta —Bengaluru, Karnataka
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
5d
Senior Business Analyst - Securities Services
HSBC Global Services Limited —Bengaluru, Karnataka
- Full-time
- Analysis skills
- Project management
- Bachelor's degree
13d
Associate Planner PIM
Target —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Oracle
- Inventory management
2d
Principal Program Manager
Synaptics Inc. —Bengaluru, Karnataka
- Full-time
- Master's degree
- Analysis skills
- Electrical experience
6d
Associate Planner PIM-1
Target —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
- Organisational skills
- Leadership
Platform Analyst - Securities Services
HSBC Global Services Limited —Bengaluru, Karnataka
- Full-time
- Microsoft Office
- Analysis skills
- Bachelor's degree
12d
Associate-Store Planner
Tesco India —Bengaluru, Karnataka
- Full-time
- Microsoft Office
- Health insurance
- Paid sick time
11d
SAP
Tata Consultancy Services —Bengaluru, Karnataka
- Finance
- Bachelor's degree
- Cash handling
1d
Assistant Manager Global WFM
Sagility —Bengaluru, Karnataka
- Microsoft Excel
- Analysis skills
- Machine learning
9d
Program Manager I, Launch
ASSPL - Karnataka —Bengaluru, Karnataka
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Access
3d
Team Leader- Lighting & Energy
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Microsoft Excel
- Computer literacy
Principal Consultant -Quantity Surveying
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Master's degree
Wealth Advisor
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Communication skills
- Flexible schedule
Senior Consultant - Project Management
WSP —Bengaluru, Karnataka
- Hybrid work
- PMP
- Project management
- Agile
2d
Principal Program Manager
Synaptics —Bengaluru, Karnataka
- Master's degree
- Analysis skills
- Electrical experience
6d
Ecommerce Specialist
Vimoksha Beverage Solutions Private Limited —Bengaluru, Karnataka
- From ₹25,000 a month
- Full-time
- Analysis skills
- Bachelor's degree
- In-person
Quick apply
Senior Certinia PSA Cloud Administrator
Five9 —Bengaluru, Karnataka
- Computer Science
- Salesforce
- Master's degree
Principal Engineer - Roads
WSP —Bengaluru, Karnataka
- Hybrid work
- Writing skills
- Agile
Team Leader - Architect
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Management
- English
Sr. QA Engineer (Bangalore, India)
Edelman Financial Engines, LLC —Bengaluru, Karnataka
- Computer Science
- Java
- Master's degree
Quick apply

I want to receive the latest job alerts for financial planner in karnataka

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planner jobs near karnataka

Planner jobs in Bengaluru, Karnataka

Program Manager jobs in Bengaluru, Karnataka

Quantity Surveyor jobs in Bengaluru, Karnataka

Senior Administrator jobs in Bengaluru, Karnataka

Principal Software Engineer jobs in Bengaluru, Karnataka

Store Planner jobs in Bengaluru, Karnataka

Platform Analyst jobs in Bengaluru, Karnataka

E-commerce Specialist jobs in Bengaluru, Karnataka

Senior Business Analyst jobs in Bengaluru, Karnataka

Project Manager jobs in Bengaluru, Karnataka

Urban Planner, Analyst jobs in Lucknow, Uttar Pradesh

District City Planner, Sirsa jobs in Sirsa, Haryana

Material Planner jobs in Bengaluru, Karnataka

Architect, Urban Planner jobs in Delhi

Architect, Urban Planning, Urban Planner jobs in Jaipur, Rajasthan

Event Planner jobs in Whitefield, Bengaluru, Karnataka

Certified Financial Planner, Cfp jobs in Bengaluru, Karnataka

Urban Planner, Architect jobs in Kerala

Planner jobs in Chennai, Tamil Nadu

Process Planner jobs in Pune, Maharashtra

Financial Planning Analyst

Valenta
Bengaluru, Karnataka

Apply Now

Job details

Full-time
5 days ago

Benefits

Provident Fund
Health insurance

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Office
Finance
Master's degree
Smartsheet
Data entry
MBA
Chartered Financial Analyst
Communication skills

Full job description

Job Information

Industry

Financial Services

Current Openings

Job Type

Full time

Work Experience

0-1 years

Salary

As per Industry Norms

Date Opened

07/08/2026

Hiring Manager

Vaibhav Gupta

City

Bangalore North

State/Province

Karnataka

Country

India

Zip/Postal Code

560097

Job Description

Financial Planner - UK

Shift timing - 10am to 7pm or 11am to 8pm or 12am to 9pm

Location - Mohali / Bangalore / Vizag / Delhi

Role dimensions

Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans.
Coordinating with Paraplanners on scenario analysis and case studies specific to client needs.
Coordinating with all providers of financial products for availability of product, then compare, analyze and finalizing products.
Accompanying advisory team for meetings and review.

Knowledge & Skills

In-depth knowledge of all products (Insurance, health, life, mutual funds, bonds, PPF, etc.)
Excellent communication skills
Good working knowledge of Microsoft office – Excel, word and PowerPoint.
Ability to foster and cultivate relationships with existing and prospective customers.
Ability to work with a team.

Primary Responsibility

Receiving the task from the Advisers
Capturing the task request into the Smartsheet
Understanding the End users and Advisers requirement (Needs and expectations vs. Advice)
Review of End users’ details to determine missing information
Data Collection - Determining & collection of additional information (super & insurance research activity)
Contacting the adviser for clarification / additional information
Data entry
Report Generation & editing
Managing team
Review of report for Quality check
Team Management
Management reporting
Maintain client communication
Get client feedback
Finalization of Financial reports for End users
Schedule training programs
Conduct interviews
Management report generation
Access and utilize client reports
Conduct exit interview
Team approvals – attendance, asset take home, travel allowance.
Authorize to conduct appraisal report.
Access to copy of client agreement.

Requirements

Minimum requirements

MBA (Finance), CFP (Pursuing) or CFA (Pursuing), NSE Certifications.
Well versed with investment and insurance concepts.
Proficient in MS Office suite.
Excellent Communication skills (Oral and Written)

Benefits

Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided:

Professional Certifications offered based on interest and career progression.
Team Building Activities.
6 Month’s Paid Maternity Leave.
Professional Development Training programs offered as part of Career Growth.
Great Rewards and Recognition for star performers.
Be part of a Centre of Excellence like no other.
International Travel Opportunities – Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.
Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more).
Join a World Class Organization that puts employees first.

Disclaimer: - The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. – Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.

Apply Now

Refine Your Search

financial planner jobs in karnataka

Financial Planning Analyst

Senior Business Analyst - Securities Services

Associate Planner PIM

Principal Program Manager

Associate Planner PIM-1

Platform Analyst - Securities Services

Associate-Store Planner

SAP

Assistant Manager Global WFM

Program Manager I, Launch

Team Leader- Lighting & Energy

Principal Consultant -Quantity Surveying

Wealth Advisor

Senior Consultant - Project Management

Principal Program Manager

Ecommerce Specialist

Senior Certinia PSA Cloud Administrator

Principal Engineer - Roads

Team Leader - Architect

Sr. QA Engineer (Bangalore, India)

I want to receive the latest job alerts for financial planner in karnataka

Explore jobs in more locations

Job Information

Job Description

Requirements

Benefits

Jobseeker tools

Employer Tools

Browse

Stay Connected