Financial planner cum Investment Advisor

myMoneySage; India; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

myMoneySage is seeking a qualified Financial Planner who can integrate tax, investments, estate, and behavioural factors to deliver holistic wealth management for high‑net‑worth clients in India.

The role emphasizes post‑tax, post‑inflation planning and the ability to simplify complex concepts for clients while advising on retirement, risk, and long‑term wealth strategies. We are still hiring for advisory capabilities with no product pushing or commissions.

Qualifications

• Strong skills in Financial Planning and Personal Financial Planning, including cash flow management, risk assessment, and goal-based planning.
• CFP credentials or equivalent professional certification, with a solid foundation in Finance principles and investment concepts.
• Expertise in Retirement Planning, including accumulation and distribution strategies, tax-efficient income planning, and long-term wealth preservation.
• Portfolio construction, asset allocation, and knowledge of mutual funds, bonds, equities, and alternative investments are highly beneficial.
• Strong analytical ability, proficiency with financial planning tools and Excel, and attention to detail in documentation and compliance.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and build long-term client relationships.
• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field is preferred, along with experience advising HNIs, Ultra-HNIs, or NRIs.

Skills

Financial Planning

Goal-based planning

Portfolio construction

Asset allocation

Mutual funds

Bonds

Equities

Alternative investments

Risk assessment

Cash flow management

Client relationships

Education

Bachelor’s or Master’s degree in Finance, Economics, Business or related field

Certified Financial Planner (CFP) credentials

Tools

Excel

Financial planning software

Job description

myMoneySage is a SEBI-registered, fee-only advisory firm specializing in bespoke financial planning, goal-based investing, and holistic wealth management for CXOs, HNIs, Ultra-HNIs, and NRIs. The organization focuses on providing unbiased, transparent, and conflict-free advice tailored to complex financial needs. myMoneySage designs curated investment strategies that go beyond conventional products, including differentiated asset classes and alternative investments. The firm aims to help clients grow, protect, and manage their wealth with clarity, confidence, and long-term discipline. Team members collaborate in a client-centric environment that values integrity, expertise, and innovation in financial advisory services.

Role Description

We’ve been hiring for a while.

Got plenty of resumes.

Very few real advisors.

Here’s what we’ve learned:

A lot of people can:

• Sell financial products
• Talk confidently about markets

Very few can:

• Say “do nothing” when there’s nothing worth doing
• Think beyond products into entire financial lives

Because the industry has trained people to sell products…

Not solve for life.

The truth?

Serious investors don’t need another Investment Adviser.

They need a Financial Planner who can also advise on investments.

Someone who can:

• Connect tax, investments, estate, and behaviour
• Think in post-tax, post-inflation reality
• Handle complexity without hiding behind jargon

Because “Where should I invest?”

is usually code for

“Will I be okay?”

By the way, we’re still hiring.

Not for a relationship manager.

Not for a product pusher.

No targets.

No commissions.

No “product of the month” pressure.

Qualifications

• Candidates should possess strong skills in Financial Planning and Personal Financial Planning, including cash flow management, risk assessment, and goal-based planning.
• Candidates should possess Certified Financial Planner credentials or equivalent professional certification, with a solid foundation in Finance principles and investment concepts.
• Candidates should possess expertise in Retirement Planning, including accumulation and distribution strategies, tax-efficient income planning, and long-term wealth preservation.
• Relevant skills such as portfolio construction, asset allocation, and knowledge of mutual funds, bonds, equities, and alternative investments are highly beneficial.
• Strong analytical ability, proficiency with financial planning tools and Excel, and attention to detail in documentation and compliance are expected.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and build long-term client relationships.
• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field is preferred, along with experience advising HNIs, Ultra-HNIs, or NRIs.