{"id":1309,"date":"2025-12-03T10:03:01","date_gmt":"2025-12-03T10:03:01","guid":{"rendered":"https:\/\/www.naikwealth.in\/blog\/?post_type=awsm_job_openings&p=1309"},"modified":"2025-12-03T10:03:01","modified_gmt":"2025-12-03T10:03:01","slug":"financial-planner","status":"publish","type":"awsm_job_openings","link":"https:\/\/www.naikwealth.in\/blog\/jobs\/financial-planner\/","title":{"rendered":"Financial Planner"},"content":{"rendered":"
Company Profile:<\/strong><\/h5>\n

A D Naik Wealth is one of India\u2019s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service.<\/p>\n

Job Description: Financial Planner<\/strong><\/h5>\n

Role Overview<\/strong><\/p>\n

Key Responsibilities<\/b><\/p>\n

    \n
  • Understand client goals and assess current financial status.<\/span><\/li>\n
  • Prepare detailed financial plans covering budgeting, savings, investments, retirement, and wealth creation.<\/span><\/li>\n
  • Analyze income, expenses, assets, liabilities, and risk capacity.<\/span><\/li>\n
  • Create goal-based financial projections and recommendations.<\/span><\/li>\n
  • Evaluate and suggest suitable investment strategies based on client profiles.<\/span><\/li>\n
  • Review and revise financial plans periodically as per client needs or market changes.<\/span><\/li>\n
  • Prepare and present financial planning reports in a clear and simplified manner.<\/span><\/li>\n
  • Ensure all plans comply with financial regulations and company standard.<\/span><\/strong><\/li>\n<\/ul>\n

    Candidate Profile<\/strong><\/p>\n

      \n
    • Bachelors degree in Finance, Commerce<\/span><\/li>\n
    • Looking for Certified Financial Planner<\/span><\/li>\n
    • Strong knowledge of financial planning concepts, goal-based planning, and investment basics.<\/span><\/li>\n
    • Good analytical and numerical skills.<\/span><\/li>\n
    • Proficiency in financial planning tools or Excel.<\/span><\/li>\n
    • Strong communication and presentation abilities.<\/span><\/li>\n<\/ul>\n

      Location:<\/b> Goregaon<\/span><\/p>\n

      Email:<\/strong> adnghr@naikwealth.in\/pritika@naikwealth.in<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

      Company Profile: A D Naik Wealth is one of India\u2019s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service. Job Description: Financial Planner Role Overview Key Responsibilities Understand client goals and assess current…<\/p>\n","protected":false},"author":2,"template":"","meta":{"_kad_post_transparent":"default","_kad_post_title":"default","_kad_post_layout":"default","_kad_post_sidebar_id":"","_kad_post_content_style":"default","_kad_post_vertical_padding":"default","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false},"class_list":["post-1309","awsm_job_openings","type-awsm_job_openings","status-publish","hentry","job-category-finance-accounting","job-type-full-time","job-location-mumbai"],"yoast_head":"\nFinancial Planner - AD Naik Wealth<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.naikwealth.in\/blog\/jobs\/financial-planner\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Planner - AD Naik Wealth\" \/>\n<meta property=\"og:description\" content=\"Company Profile: A D Naik Wealth is one of India\u2019s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). 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