Financial Planning Advisor
5 days ago
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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