Financial Planner

EZSpace Ventures; Navi Mumbai; On-site; INR 300,000 - 400,000; Full time

Job summary

EZSpace Ventures is hiring a Junior Planner for wealth management in Navi Mumbai. The role focuses on assisting in creating financial plans, analyzing client portfolios, and supporting portfolio reviews. This position is office-based and full-time, suitable for candidates with 1–3 years in financial planning or related fields.

Fresh graduates with CFP/CFA/NISM XA/XB and strong interest in investments are welcome. Immediate joining preferred.

Qualifications

• 1–3 years of relevant experience in Financial Planning / Wealth Management / Investment Advisory / Portfolio Management
• Familiarity with asset classes and investment products
• CFP / CFA / NISM XA/XB certifications are a plus

Responsibilities

• 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

Skills

Financial Planning

Investment Advisory

Wealth Management

Retirement Planning

Portfolio Analysis

Investment Review / Execution

Client Financial Planning

Education

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

Tools

Excel

PowerPoint

Job description

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

• 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

• 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

Skills: investment advisory services,financial planning,retirement planning