We're Hiring: Financial Planner

2 weeks ago

Ahmedabad, Gujarat, India Just keep Investing Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Company Description

At Just Keep Investing (JKI), we believe salaried professionals deserve more than just paying bills—their income should build lasting wealth. Our mission is to simplify investing, making it transparent and effective for every working professional in India. We offer smart SIPs, goal-based planning, curated mutual fund baskets, and tax-efficient strategies, all designed to help you achieve financial freedom. As an AMFI-registered distributor with over 5,000 mutual funds and a transparent, easy-to-use platform powered by ONDC, we are dedicated to helping salaried employees invest wisely and build permanent wealth confidently.

Role Description

This is a full-time, on-site role located in Ahmedabad for a Financial Planner & Relationship Manager. The Financial Planner & Relationship Manager will be responsible for developing personalized financial plans, advising clients on retirement planning, and offering tax-efficient investment strategies. The role includes assessing clients' financial situations, recommending investment opportunities, managing client relationships, and providing ongoing financial advice.

Qualifications

  • Expertise in Financial Planning and Personal Financial Planning
  • Certified Financial Planner credentials
  • Knowledgeable in Finance and Retirement Planning
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Bachelor's degree in Finance, Economics, or related field
  • Experience in wealth management or financial advisory roles is a plus
  • Ability to work effectively on-site in Ahmedabad

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