Financial Planner

We’re Hiring | Junior Planner – Wealth Management

Location: Navi Mumbai

Work Mode: Work from Office | Full-Time

CTC: ₹3 – 4 LPA (Flexible for the right candidate)

Experience: 1–3 Years

Immediate Joiners Preferred

Are you passionate about Financial Planning, Investments & Wealth Management and looking to build your career with a growing wealth management firm?

We’re hiring a Junior Planner for one of our clients — a multi-asset wealth management firm helping clients make smarter financial decisions and achieve their long-term financial goals.

What You’ll Do

As a Junior Planner, you’ll work closely with Senior Planners, Wealth Managers and Relationship Managers to support end-to-end financial planning activities.

Assist in preparing comprehensive financial plans for clients

Analyze client income, expenses, assets, liabilities, investments and financial goals

Prepare net-worth statements, cash-flow statements and goal-based financial plans

Analyze investment portfolios across Mutual Funds, Equity, Bonds, Fixed Income, Insurance, PMS/AIFs and other asset classes

Support asset allocation and portfolio performance analysis

Assist with periodic portfolio reviews and rebalancing

Prepare MIS, portfolio reports and client review presentations

Conduct research on financial products, markets and investment opportunities

Coordinate with Relationship Managers for client information and documentation

Maintain accurate client records and ensure process compliance

What We’re Looking For

We’d love to hear from candidates with experience or strong interest in:

Financial Planning

Investment Advisory

Wealth Management

Retirement Planning

Portfolio Analysis

Investment Review / Execution

Client Financial Planning

Eligibility:

• Graduate/Postgraduate in Finance, Commerce, Economics or a related field

• 1–3 years of relevant experience in Financial Planning / Wealth Management / Investment Advisory / Portfolio Management

Freshers can also be considered if they have relevant certifications such as CFP, CFA or NISM XA/XB and a strong interest in financial planning and investments.

Good to Have

CFP / CFA / NISM certification

Knowledge of Mutual Funds, Equity, Fixed Income, Insurance, PMS/AIFs

Strong Excel & PowerPoint skills

Analytical and numerical ability

Excellent attention to detail and communication skills

Why Consider This Opportunity?

Work closely with experienced Wealth & Financial Planners

Gain exposure to multi-asset wealth management

Build expertise in financial planning and investment strategies

Work on real client portfolios and financial goals

Strong learning and career-growth opportunity

Opportunity to develop a long-term career in Wealth Management