Financial planner cum Investment Advisor

4 weeks ago

Bengaluru, Karnataka, India myMoneySage Full time

If you have in-depth knowledge of personal finance and are passionate about helping people accomplish their financial goals, here is an excellent opportunity to be a part of a client-centric personal finance Ecosystem. Preferred Background: Wealth Management / RIA Experience Required

Who should apply?

This role is specifically designed for experienced financial planners and investment advisers who have worked within a Registered Investment Adviser (RIA) firm or a wealth management setup catering to individual clients.

We are myMoneySage a SEBI Registered Investment Adviser and an award-winning wealth-tech platform; we empower wealth creation for HNIs & NRIs by leveraging technology & in-house research. We are looking for talented Financial planners/Investment Advisers to be a part of our growth story.

You must be an Graduate or post-graduate in commerce with CFP, CWM with NISM XA, XB. You should have at least 4-5 years of experience in Comprehensive Financial Planning & Investment Management

A thorough understanding of multiple asset classes and financial products with expert knowledge of comprehensive financial planning as well as Tax and Investment planning is a must.

You need to work with individuals & and families, help them understand their financial circumstances and to reach their short-term and long-term financial objectives. Your responsibilities will be as follows

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Implementing financial plans
  • Building and maintaining your client base.

Please note: Candidates with backgrounds primarily in investment banking, equity research, or corporate finance are not suited to this position.

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