Bengaluru Karnataka Financial planner Jobs – 116 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
Business Analyst- SharePoint
Thakral One —Bengaluru, Karnataka
- Full-time
- Computer Science
- Analysis skills
- Bachelor's degree
Quick apply
20h
Specialist- Workforce Strategy
LSEG (London Stock Exchange Group) —Bengaluru, Karnataka
- Full-time
- Finance
- SQL
- Leadership
- Health insurance
Manager Customer Enablement Programs
Vectra —Bengaluru, Karnataka
- Project management
- AI
- Leadership
- Health insurance
Quick apply
12h
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
Engineering Services Specialist
Accenture —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Engineering
- Analysis skills
Engineering Services Senior Analyst
Accenture —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Engineering
- Analysis skills
Assistant Manager - Sales
Hyatt Centric Bengaluru Airport —Bengaluru, Karnataka
- Full-time
- Hospitality
- Sales
- English
Senior Model Automation Engineer
WSP —Bengaluru, Karnataka
- Hybrid work
- Computer Science
- B.Sc
- English
Civil - Environmental Engineer
WSP —Bengaluru, Karnataka
- Hybrid work
- System design
- Master's degree
- Analysis skills
Senior Engineer- Fire and Life Safety
WSP —Bengaluru, Karnataka
- Hybrid work
- B.Sc
- Project management
- Bachelor's degree
Associate Technical Director- Structures
WSP —Bengaluru, Karnataka
- Hybrid work
- Civil engineering
- Master's degree
- Project management
Assistant Engineer – Geotechnical
WSP —Bengaluru, Karnataka
- Hybrid work
- Civil engineering
- Microsoft Office
- Master's degree
ASIC Digital Design Engineer, Staff
Synopsys —Bengaluru, Karnataka
- Bachelor's degree
- Scripting
- In-person
- Health insurance
Sr. Solution Architect, D&T, SAP PM
West Pharmaceutical Services —Bengaluru, Karnataka
- DevOps
- Presentation skills
- Travel
Principal Engineer - Mechanical (Data Centre Specialist)
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Engineer - Roads UK
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Civil engineering
- Project management
Design Manager - Water
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- AutoCAD
- Microsoft Outlook
Principal Engineer - Electrical
WSP —Bengaluru, Karnataka
- Hybrid work
- Management
- Electrical experience
- Bachelor's degree

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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)

Business Analyst- SharePoint

Specialist- Workforce Strategy

Manager Customer Enablement Programs

Team Leader- Lighting & Energy

Associate - Architecture

Engineering Services Specialist

Engineering Services Senior Analyst

Assistant Manager - Sales

Senior Model Automation Engineer

Civil - Environmental Engineer

Senior Engineer- Fire and Life Safety

Associate Technical Director- Structures

Assistant Engineer – Geotechnical

ASIC Digital Design Engineer, Staff

Sr. Solution Architect, D&T, SAP PM

Principal Engineer - Mechanical (Data Centre Specialist)

Senior Engineer - Roads UK

Design Manager - Water

Principal Engineer - Electrical

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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