Financial Planner

1% Club; Mumbai; On-site; INR 600,000 - 800,000; Full time

Benefits offered by this job

Competitive salary

Opportunities for growth and development

Fun and inclusive work environment

Job summary

A financial advisory firm in Mumbai seeks a dedicated professional to manage client relationships and provide investment advisory services. The ideal candidate should have a graduate degree in Commerce or Finance, along with NISM certifications. You will engage with clients, assist in achieving their financial goals, and oversee their investment portfolios, prioritizing client well-being. Join a team that values creativity and teamwork in a supportive work environment.

Qualifications

• Graduate in a relevant field like Commerce or Finance.
• Strong communication skills to engage with clients.
• Experience or knowledge in financial planning and wealth management.

Responsibilities

• Manage end‑to‑end client relationships and the financial planning process.
• Conduct value-driven conversations with clients daily.
• Oversee investment portfolios and ensure alignment with clients' objectives.
• Act as a mentor and advisor throughout clients' financial journeys.

Skills

Strong communication skills

Experience in investment advisory

Financial planning knowledge

Knowledge of Mutual Funds, Stocks, FD, Bonds

Passion for financial advising

Education

Graduate in Commerce / Finance or related field

NISM XA and XB certifications

CFA/CFP (preferred)

CFP any 2 modules cleared

CFA level 1 and 2

Job description

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One Centurion Pvt Ltd (The 1% Club)

Company Overview

The 1% Club is a SEBI-registered Non-Individual Investment Adviser (RIA) dedicated to transforming the way individuals and families approach personal finance. Unlike traditional distributors who earn commissions from financial products, we follow a fee‑only advisory model, ensuring that every recommendation we provide is unbiased, transparent, and always in the client’s best interest.

As a Non-Individual RIA, we operate as a professional advisory firm rather than as a single adviser. This allows us to bring together a team of qualified financial planners, researchers, and compliance professionals who collectively deliver the role of a Personal CFO for our clients.

At the 1% Club, our mission is simple:

• To help our clients achieve financial freedom through holistic financial planning, investment advisory, and wealth management solutions.
• To deliver conflict‑free advice backed by deep research, strong governance, and robust processes.
• To empower individuals with clarity and confidence in every financial decision they make.
• With a growing community of forward‑thinking individuals, The 1% Club is redefining personal finance in India by providing end‑to‑end financial planning services under a transparent and fiduciary framework.

Job Responsibilities

• Manage end‑to‑end client relationships by adhering to the financial planning process and embodying the company’s core values.
• Conduct engaging and value‑driven conversations with clients on a daily basis, focusing on understanding their needs and goals.
• Assist clients in achieving their financial aspirations by identifying challenges, collaborating on solutions, and implementing and monitoring strategies.
• Act as a mentor, advisor, and friend to clients, providing support and guidance throughout their wealth creation journey.
• Oversee investment portfolios and align them with clients’ financial objectives through meticulous planning and execution.
• Serve as an advisor rather than a salesperson, prioritizing client well‑being over revenue targets.
• Product knowledge in Mutual Funds, Stocks, FD, Bonds, Reits, etc.

Desired Skills & Qualifications

• Graduate in Commerce / Finance or related field.
• NISM XA and XB certifications.
• CFA/CFP (preferred).
• CFP any 2 modules cleared can also apply.
• CFA level 1 and 2 can also apply.
• Strong communication skills to effectively engage with clients and convey complex financial concepts.
• Experience or knowledge in investment advisory, wealth management, financial planning, and mutual funds.
• A passion for financial advising and a genuine desire to make a positive impact on clients’ lives.

Life at the 1% Club

Founded by Sharan Hegde (linkedin.com/in/sharanhegde95) and Raghav Gupta (linkedin.com/in/raghavgupta01), company culture is centered around creativity, innovation, and teamwork, and we value our employees as much as we value our audience. We provide a fun and inclusive work environment with opportunities for growth and development.

And if that’s not enough, we also offer a competitive salary and a chance to work on exciting projects that challenge you to think outside the box and push the boundaries of what’s possible. So if you’re a social media‑savvy personal finance enthusiast looking for a cool place to work, join our team and be part of our mission to educate and empower India to take control of their finances. Don’t miss out on the opportunity to be part of a talented and dedicated team working towards a common goal.

Apply Now

Apply now to join our team!

Skills: NISM XB, wealth management, finance, financial planning, fintech, personal finance, investment, investment advisor compliance, NISM XA, investment advisory, NISM XA & XB, wealth