Financial Planning Advisor

3 weeks ago

Goregaon, India Alphamojo Financial Services Pvt Ltd Full time

Job Opening: Financial Planner – Alphamojo

Location: Goregaon East, Mumbai (On-site)

About the Role

At Alphamojo, we are on a mission to empower individuals with the right financial strategies for wealth creation and long-term financial freedom. We are looking for a passionate Financial Planner who can guide clients in making informed financial decisions and building personalized financial roadmaps.

Key Responsibilities:


• Build strong relationships with clients by understanding their financial goals and offering customized financial solutions.


• Guide individuals in making informed financial decisions for long-term financial well-being.


• Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.


• Stay updated with market trends, regulatory changes, and industry best practices to deliver relevant and timely advice.


• Analyze financial data, track client progress, and optimize financial plans for better results.


• Represent Alphamojo at client meetings, workshops, and financial education sessions to promote awareness and engagement.

Qualifications & Skills:


• Bachelor's degree in Finance, Economics, Commerce, or a related field (MBA-Finance preferred).


•
CFP certification (completed or pursuing) is highly preferred
. Alternatively, candidates with NISM XA–XB qualification or those working towards the same are also encouraged to apply.


• Minimum of 1 or 2 years of experience in financial advisory, wealth management, or related fields (freshers pursuing CFP can also be considered).


• Strong knowledge of financial planning, investment strategies, and wealth management.


• Excellent stakeholder management, communication, and interpersonal skills to educate and engage clients.


• Analytical mindset with the ability to assess financial data and provide strategic recommendations.

Why Join Alphamojo?


• Opportunity to work with a growing financial planning and wealth management brand.


• Exposure to a wide range of clients and real-world financial planning cases.


• Growth-oriented, collaborative, and learning-driven environment.

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