
Financial Planning Strategist
1 week ago
Empower Your Financial Future
We enable finance and investment professionals to build successful, independent practices. Our platform offers a comprehensive, SAAS-based investment management system with digital transactional capabilities for a diversified product suite.
By combining stability and client-centric services, we create a unique, boutique-style experience that sets us apart from larger institutions.
About the Opportunity
This is a full-time, on-site role for a Private Wealth Management Specialist, located in Bengaluru. The specialist will be responsible for providing personalized financial planning, managing investments, and conducting thorough financial analysis.
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