Financial Planner

Job Description

Company Overview

One Centurion Pvt Ltd (The 1% Club)

The 1% Club is a SEBI-registered Non-Individual Investment Adviser (RIA) dedicated to transforming the way individuals and families approach personal finance. Unlike traditional distributors who earn commissions from financial products, we follow a fee-only advisory model, ensuring that every recommendation we provide is unbiased, transparent, and always in the clients best interest.

As a Non-Individual RIA, we operate as a professional advisory firm rather than as a single adviser. This allows us to bring together a team of qualified financial planners, researchers, and compliance professionals who collectively deliver the role of a Personal CFO for our clients.

At the 1% Club, our mission is simple:

To help our clients achieve financial freedom through holistic financial planning, investment advisory, and wealth management solutions.

To deliver conflict-free advice backed by deep research, strong governance, and robust processes.

To empower individuals with clarity and confidence in every financial decision they make.

With a growing community of forward-thinking individuals, The 1% Club is redefining personal finance in India by providing end-to-end financial planning services under a transparent and fiduciary framework.

Job Responsibilities

- Manage end-to-end client relationships by adhering to the financial planning process and embodying the company&aposs core values.
- Conduct engaging and value-driven conversations with clients on a daily basis, focusing on understanding their needs and goals.
- Assist clients in achieving their financial aspirations by identifying challenges, collaborating on solutions, and implementing and monitoring strategies.
- Act as a mentor, advisor, and friend to clients, providing support and guidance throughout their wealth creation journey.
- Oversee investment portfolios and align them with clients&apos financial objectives through meticulous planning and execution.
- Serve as an advisor rather than a salesperson, prioritizing client well-being over revenue targets.
- Product knowledge in Mutual Funds, Stocks, FD, Bonds, Reits etc.

Desired Skills & Qualifications

- Graduate in Commerce / Finance or related field.
- NISM XA and XB certifications
- CFA/CFP (preferred)
- CFP any 2 module cleared can also apply
- CFA level 1 and 2 can also apply
- Strong communication skills to effectively engage with clients and convey complex financial concepts.
- Experience or knowledge in investment advisory, wealth management, financial planning, and mutual funds.
- A passion for financial advising and a genuine desire to make a positive impact on clients&apos lives.

Life at the 1% Club:

Founded by Sharan Hegde (linkedin.com/in/sharanhegde95) and Raghav Gupta (linkedin.com/in/raghavgupta01), company culture is cantered around creativity, innovation, and teamwork, and we value our employees as much as we value our audience. We provide a fun and inclusive work environment with opportunities for growth and development.

And if that&aposs not enough, we also offer a competitive salary and a chance to work on exciting projects that challenge you to think outside the box and push the boundaries of what&aposs possible. So if you&aposre a social media savvy personal finance enthusiast looking for a cool place to work, join our team and be part of our mission to educate and empower India to take control of their finances. Don&apost miss out on the opportunity to be a part of a talented and dedicated team working towards a common goal.

Apply now to join our team

Skills: communication,investment advisory,mutual funds,investment,financial planning,finance,wealth management,financial services,cfa,cfp,nism xa,nism xb

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