Certified Financial Planner

Network FP; Mumbai; Hybrid; INR 800,000 - 1,400,000; Full time

Job summary

A leading finance organization in Mumbai is seeking a Certified Financial Planner for a full-time hybrid role. Responsibilities include managing content, conducting research, and developing training for financial advisors. The ideal candidate will have a Bachelor's degree in Finance or Economics and strong analytical skills, with relevant certifications preferred. This position allows flexibility with some work-from-home options.

Qualifications

• Experience in Finance and Retirement Planning.
• Strong analytical and problem-solving skills.
• Ability to work independently and collaboratively.
• Ability to work independently and in a collaborative team environment.
• Bachelor's degree in Finance, Economics, or related field.
• Relevant certifications such as QPFP/ CFP are preferred.

Responsibilities

• Manage content related to financial planning.
• Conduct research and analysis.
• Provide training and development for financial advisors.

Skills

Analytical skills

Problem-solving skills

Interpersonal skills

Communication skills

Education

Bachelor's degree in Finance, Economics, or related field

Relevant certifications such as QPFP/ CFP

Job description

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Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which benefit thousands of financial advisors across 100+ cities and towns. With the aid of technology, we aim to empower over ten thousand financial advisors to help over a million families achieve holistic financial well‑being.

Role Description

This is a full‑time hybrid role for a Certified Financial Planner. The role is based in Mumbai but allows some work‑from‑home flexibility. The Certified Financial Planner will be responsible for content management, research and analysis, training and development for financial advisors in India.

Qualifications

• Experience in Finance and Retirement Planning
• Excellent analytical and problem‑solving skills
• Strong interpersonal and communication skills
• Ability to work independently and in a collaborative team environment
• Bachelor's degree in Finance, Economics, or related field
• Relevant certifications such as QPFP/ CFP are preferred

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