Bengaluru Karnataka Financial planner Jobs – 110 Open Jobs Today

CPA Certified- Investment Advisor (WFH)
Outsource Bigdata —Bengaluru, Karnataka
- ₹15,00,000 - ₹30,00,000 a year
- Full-time
- Remote
- Finance
- Analysis skills
- AI
Environmental Specialist
WSP —Bengaluru, Karnataka
- Hybrid work
- English
- Microsoft Office
- Analysis skills
Clarity PPM Expert, Business Applications Analyst
Sandisk —Bengaluru, Karnataka
- Full-time
- Hybrid work
- Oracle
- Computer Science
- PMP
Quick apply
Lead M365 Engineer
Merative —Bengaluru, Karnataka
- Full-time
- Computer Science
- Bachelor's degree
- Mentoring
- Health insurance
- Paid time off
2d
Portfolio Manager
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Financial services
- Flexible schedule
Billing - Team Lead
AECOM —Bengaluru, Karnataka
- Full-time
- Oracle
- ERP systems
- Finance
- Health insurance
- Paid time off
Inventory Intelligence & Planning Platform Leader
Lenskart —Bengaluru, Karnataka
- Full-time
- Master's degree
- Bachelor's degree
- Machine learning
Quick apply
Principal Engineer - Electrical (Healthcare Specialist)
WSP —Bengaluru, Karnataka
- Hybrid work
- Management
- Electrical experience
- Bachelor's degree
Senior Engineer - Mechanical
WSP —Bengaluru, Karnataka
- Hybrid work
- Administrative experience
- Bachelor's degree
- Agile
14d
Manager Customer Enablement Programs
Vectra —Bengaluru, Karnataka
- Project management
- AI
- Leadership
- Health insurance
Quick apply
20h
Manager, Enterprise Metadata
Standard Chartered —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Word
- Finance
- Health insurance
- Paid sick time
IN_MIVIN_Manager - Purchasing Template _IN
Rexroth —Bengaluru, Karnataka
- Full-time
- Management
- English
- Master's degree
Quick apply
Senior Manager - TM
Genpact India Pvt. Ltd. —Bengaluru, Karnataka
- Full-time
- PMP
- English
- Finance
Quick apply
BIM Designer - Bridges
AtkinsRéalis —Bengaluru, Karnataka
- Full-time
- Microsoft Word
- AutoCAD
- Civil engineering
- Health insurance
Engineering Services Associate Manager
Accenture —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Engineering
- Analysis skills
Project Coordinator
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Excel
- Oracle
- PMP
Senior Engineer, Mechanical
WSP —Bengaluru, Karnataka
- Hybrid work
- Administrative experience
- Bachelor's degree
- Agile
14d
Team Leader- Lighting & Energy
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Microsoft Excel
- Computer literacy
3d
Associate - Architecture
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- English
- Agile
Lead Verification Methodologist
Synopsys —Bengaluru, Karnataka
- Bachelor's degree
- Scripting
- Python
- Health insurance

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CPA Certified- Investment Advisor (WFH)

Outsource Bigdata
Bengaluru, Karnataka

Apply Now

Job details

Full-time
₹15,00,000 - ₹30,00,000 a year

Qualifications

Financial planning
Economics
Cash flow analysis
Data mining
Financial analysis
Finance
Analysis skills
ISO 27001
AI
Chartered Financial Analyst
Accounting

Full job description

by Aimleap | Jun 18, 2024

CPA Certified- Investment Advisor (WFH)

by Aimleap | Jun 18, 2024



Aimleap



India (Remote)



Posted on Jun 18, 2024

AIMLEAP is Hiring:

CPA Certified- Investment Advisor (WFH)

Experience: 4- 8 years
Location: Bangalore (WFH)
CTC: 15 to 30 Lac INR
Engagement model: Full time/Consulting
No of positions: 2
Educational qualifications: Finance/Accounting
Industry: IT-ITES
Notice Period: Immediate

Job Description:

CPA certified advisor with proficiency in financial analysis, strategic investment planning, and personalized advisory service.
Proven experience in managing investment portfolios and providing comprehensive financial advice.
Experience in financial planning software and investment research tools.

RESPONSIBILITIES:

Develop and maintain strong relationships with a diverse client base, understanding their financial needs and goals.
Conduct regular client meetings to review financial status, investment portfolios, and adjust strategies as necessary.
Create customized investment strategies based on clients’ risk tolerance, time horizon, and financial objectives.
Utilize a wide range of investment products, including stocks, bonds, mutual funds, ETFs, and alternative investments.
Conduct thorough financial analysis, including cash flow analysis, tax planning, retirement planning, and estate planning.
Use CPA expertise to provide detailed tax-efficient investment strategies and comprehensive financial planning.
Monitor and manage client portfolios to ensure alignment with investment strategies and market conditions.
Perform regular portfolio rebalancing to maintain desired asset allocation and risk levels.
Ensure all investment activities comply with regulatory requirements and internal policies.
Prepare and present detailed financial reports and investment performance reviews to clients.
Stay current with market trends, economic developments, and investment opportunities.
Conduct thorough research and analysis to support investment recommendations.

QUALIFICATIONS:

Degree in Finance, Accounting, Economics, or a related field.
CPA (Certified Public Accountant) designation is required.
CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) designation is a plus.
Minimum of 5 years of experience in investment advisory, financial planning, or a related field.
Proven experience in managing investment portfolios and providing comprehensive financial advice.
Strong analytical skills with the ability to interpret complex financial data.
Proficient in financial planning software and investment research tools.
In-depth knowledge of investment products, market trends, and tax-efficient investment strategies.

About Us:

AIMLEAP is an ISO 9001:2015 and ISO/IEC 27001:2013 certified global technology consulting and service provider offering Digital IT, AI-augmented Data Solutions, Automation, and Research & Analytics Services.

AIMLEAP has been recognized as ‘The Great Place to Work®’. With focus on AI and automation-first approach, our services include end-to-end IT application management, Mobile App Development, Data Management, Data Mining Services, Web Data Scraping, Self-serving BI reporting solutions, Digital Marketing, and Analytics solutions.

We started in 2012 and successfully delivered projects in IT & digital transformation, automation driven data solutions, and digital marketing for more than 750 fast-growing companies in the USA, Europe, New Zealand, Australia, Canada; and more.

– An ISO 9001:2015 and ISO/IEC 27001:2013 certified
– Served 750+ customers
– 12+ Years of industry experience
– 98% Client Retention
– Great Place to Work® Certified
– Global Delivery Centers in the USA, Canada, India & Australia.

Apply Now

Refine Your Search

financial planner jobs in bengaluru karnataka

CPA Certified- Investment Advisor (WFH)

Environmental Specialist

Clarity PPM Expert, Business Applications Analyst

Lead M365 Engineer

Portfolio Manager

Billing - Team Lead

Inventory Intelligence & Planning Platform Leader

Principal Engineer - Electrical (Healthcare Specialist)

Senior Engineer - Mechanical

Manager Customer Enablement Programs

Manager, Enterprise Metadata

IN_MIVIN_Manager - Purchasing Template _IN

Senior Manager - TM

BIM Designer - Bridges

Engineering Services Associate Manager

Project Coordinator

Senior Engineer, Mechanical

Team Leader- Lighting & Energy

Associate - Architecture

Lead Verification Methodologist

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

Explore jobs in more locations

CPA Certified- Investment Advisor (WFH)

Aimleap

India (Remote)

Posted on Jun 18, 2024

AIMLEAP is Hiring:

CPA Certified- Investment Advisor (WFH)

Job Description:

RESPONSIBILITIES:

QUALIFICATIONS:

About Us:

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