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Job Title: Corporate Financial Wellness & Advisory PartnerLocation: MumbaiExperience: 4–10 yearsEmployment Type: Full-TimeReporting To: Head – Advisory & PartnershipsAbout Us:We are a SEBI-Registered Investment Adviser (RIA) offering unbiased, fee-only financial planning and investment advisory services. Our mission is to empower individuals and corporates to achieve financial well-being through transparent, data-driven, and personalized financial planning.We work closely with corporates to deliver structured financial wellness programs for employees, covering goal-based planning, debt management, insurance optimization, tax efficiency, and long-term wealth creation.Role Overview:We are seeking a proactive, financially savvy professional to lead and expand our corporate financial wellness initiatives. This role involves engaging with HR & senior management teams of partner corporates, conducting employee workshops, offering one-on-one financial advisory sessions, and ensuring smooth execution of our financial planning solutions at the workplace.Key Responsibilities:Corporate Engagement- Build and manage relationships with corporate clients (HR, L&D, Rewards teams). - Design and execute customized financial wellness programs for employees. - Conduct seminars, webinars, and workshops on personal finance, tax planning, and investment awareness. - Develop proposals, presentations, and reports for corporate partnerships.Employee Advisory Services- Offer one-on-one or small-group financial planning sessions for employees. - Assess employee financial health and create structured advisory plans across: - Budgeting and cash flow - Debt management and credit card optimization - Insurance & risk management - Investment planning and SIP-based wealth creation - Retirement & tax planning - Collaborate with internal advisory team to ensure compliance with SEBI-RIA norms.Business Development & Strategy- Identify new corporate tie-up opportunities for financial wellness programs. - Support design of digital and content-led engagement (newsletters, videos, tools). - Collect and analyze feedback to improve program design and delivery.Qualifications & Skills:Must Have:- Graduate or Postgraduate degree in Finance, Commerce, Economics, or related field. - Certification: NISM Investment Adviser (Level 1 & 2) or CFP (preferred). - 4–10 years of experience in financial planning, corporate HR partnerships, or wealth management. - Strong understanding of personal finance, taxation, and investment products. - Excellent communication and presentation skills (both virtual and in-person). - High ethical standards aligned with SEBI-RIA regulations.Preferred:- Experience conducting financial literacy or wellness sessions for corporates. - Exposure to employee benefits, payroll structuring, or financial education programs. - Proficiency with tools like Excel, Google Sheets, and financial planning software.Key Attributes:- Passionate about financial education and consumer empowerment. - Self-driven, organized, and comfortable managing multiple client relationships. - Empathetic communicator with the ability to simplify complex financial concepts. - Strong sense of ownership and accountability for impact delivery.What We Offer:- Opportunity to lead a high-impact, purpose-driven initiative improving employee financial well-being. - Exposure to corporate CXO networks and HR leadership. - Collaborative environment with certified planners and investment professionals. - Performance-linked incentives and career growth in advisory leadership.
