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Wealth Advisor Financial Planning Jobs in India

50 jobs

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  • Financial Planning & Analysis - Associate

    JPMorgan Chase

    • Mumbai, Maharashtra
    Job Category: Financial Analysis Job Description: You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Fi…
    • 6 days ago
  • Certified Financial Planner & Relationship Manager/Investor Advisor (3-8 yrs) Gurgaon/Gurugram (BFSI Sales)

    Hireginie Talent Cloud

    • Gurgaon, Haryana
    Job Title: CFP & Relationship Manager/Investor AdvisorExperience: 3-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferredLocations:…
    • 3 days ago
  • Private Wealth Manager for a premium vertical of Global Investment Company

    Resource Advisory Junction

    • Kolkata, West Bengal
    Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and…
    • 6 days ago
  • Investment Advisor/Strategic Financial Advisor - Sales - Bank (3-10 yrs) Gurgaon/Gurugram (BFSI Sales)

    Hireginie Talent Cloud

    • Gurgaon, Haryana
    About the role:The position of CFP & Relationship Manager / Investment Advisor based in Gurgaon is designed for experienced professionals in financial planning and wealth managemen…
    • 30 days ago
  • Personal Financial Advisor (0-5 yrs) Mumbai (BFSI Sales)

    Scaling Theory Technologies Pvt Ltd

    • Mumbai, Maharashtra
    Key Responsibilities:- Interact directly with customers via phone, video, chat, or email.- Understand the client's financial situation, needs, and goals.- Diagnose financial gaps a…
    • 1 month ago
  • Personal Financial Advisor (2-5 yrs) Mumbai (BFSI Sales)

    Scaling Theory Technologies Pvt Ltd

    • Mumbai, Maharashtra
    Key Responsibilities:- Interact directly with customers via phone, video, chat, or email.- Understand the client's financial situation, needs, and goals.- Diagnose financial gaps a…
    • 2 months ago
  • User Acceptance Testing , Platforms, Associate, Wealth Management

    Morgan Stanley

    • Mumbai, Maharashtra
    About Us Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services. At Morgan Stanley I…
    • 22 days ago
  • User Acceptance Testing , Platforms, Analyst, Wealth Management

    Morgan Stanley

    • Mumbai, Maharashtra
    About Us Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services. At Morgan Stanley I…
    • 22 days ago
  • Asset & Wealth Management - Marcus Delivery- Fraud Investigations - Vice President - Bengaluru

    Goldman Sachs

    • Bangalore, Karnataka
    Job Category: Vice President Job Description: WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their fi…
    • 1 month ago
  • Asset and Wealth Management - Taxation - Associate - Hyderabad

    Goldman Sachs

    • Hyderabad, Telangana
    Job Category: Associate Job Description: About Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading g…
    • 1 month ago
  • Asset and Wealth Management - Wealth Service Specialist - Analyst - Bengaluru

    Goldman Sachs

    • Bangalore, Karnataka
    Job Category: Vice President Job Description: About Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a lead…
    • 1 month ago
  • Asset & Wealth Management - WSS - Analyst - Bengaluru

    Goldman Sachs

    • Bangalore, Karnataka
    Job Category: Analyst Job Description: About Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading glo…
    • 1 month ago
  • Asset & Wealth Management - WSS - Analyst / Associate - Bengaluru

    Goldman Sachs

    • Bangalore, Karnataka
    Job Category: Associate Job Description: About Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading g…
    • 1 month ago
  • Asset & Wealth Management - Marcus Delivery - Payments & Reconciliation - Senior Analyst - Hyderabad

    Goldman Sachs

    • Hyderabad, Telangana
    Job Category: Analyst Job Description: WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial…
    • 2 months ago
  • Wealth Management Solution Architect

    Zensar

    • Karnataka
    Job Description: Solution Architect in Wealth Management (WM) domain who brings a blend of strong technical expertise combined with deep WM industry knowledge. * The candidate ne…
    • 1 month ago
  • User Acceptance Tester Lead, Platforms, Vice President, Wealth Management

    Morgan Stanley

    • India
    About Us Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services. At Morgan Stanley Ind…
    • 1 month ago
  • Asset & Wealth management - Marcus Delivery - US Deposits Delivery Ops - Vice President - Bengaluru

    Goldman Sachs

    • Bangalore, Karnataka
    Job Category: Vice President Job Description: WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their fi…
    • 2 months ago
  • Private Banking Advisor

    Deutsche Bank

    • Pune, Maharashtra
    Job Description: Job Title: Private Banking Advisor Location: Pune, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 location…
    • 15 days ago
  • Planning & Analysis- Associate

    JPMorgan Chase

    • Mumbai, Maharashtra
    Job Category: Financial Analysis Job Description: You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Fi…
    • 22 days ago
  • Advisor, Client Solutions

    FactSet

    • Hyderabad, Telangana
    FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that invest…
    • 24 days ago

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