Financial Planner

4 days ago


Bengaluru, India Ethos Wealth Management Pvt. Ltd. Full time

Company Profile
SEBI Registered Investment Advisors with iFAST Financial
A Boutique Retirement Advisory Firm focused on providing timely & transparent Wealth Protection, Wealth Creation and Wealth Management Solutions with an emphasis on Tax Efficiency and Risk Management

Our goal is to provide Financial Security and Peace of Mind

**Job Profile & Responsibilities**

We are looking for a Team Player who will be responsible for Engaging our existing and prospective clients

**Job Roles & Responsibilities**:
1. Goal Based Financial Planning: Create a comprehensive and customized, Goal Based Financial Plan for families

2. Mutual Fund Research: Create Mutual Fund portfolio’s ( > INR 50 Lakhs) based on Asset Allocation & Risk Appetite

3. Subject Matter Expert - Face of Research: Attend AMC and other events on behalf of Ethos to gain product and industry knowledge

CFP Certification would be a bonus
In-Depth knowledge of Mutual Funds and Financial Planning
Understands how to work and manage a small team
Is a self starter and motivated to be in this industry

Additional Details
We aim to work with 125 families, managing INR 500 Crores.
Our aim is to become a one stop Retirement Solution Provider for: salaried executives with 25+ years of experience, Corporate Lawyers, Senior Doctors and Athletes.

Our Services: Investment Management | Goal Based Financial Planning | NRI Advisory

We also assist with: Income Tax Efficiency | Real Estate Advisory | Will & Estate Planning

**Salary**: ₹25,000.00 - ₹40,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Flexible schedule
- Health insurance

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus
- Yearly bonus

COVID-19 considerations:
Weekly Disinfecting,
Health Checks
Temperature Checks

**Experience**:

- total work: 2 years (required)
- Financial planning: 1 year (preferred)


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