Financial Planning Specialist (Advisory)

YourMoneyWise; Bengaluru; On-site; INR 450,000 - 750,000; Full time

Job summary

YourMoneyWise is seeking a skilled financial advisor in Bengaluru to deliver personalized planning and investment guidance to retail clients via Groww's platform.

Ideal candidates have experience in wealth management, strong communication skills, and a client-focused approach, with NISM certifications at minimum and CFP preferred.

Qualifications

• CFP certification preferred; NISM certifications mandatory.
• Experience in financial advisory, mutual funds, or wealth management.
• Familiarity with digital investment platforms.
• Excellent communication skills and client-centric approach.

Responsibilities

• Provide personalized financial planning and investment advisory services to retail clients.
• Help clients achieve financial goals through comprehensive portfolio management using Groww's platform.

Skills

Communication skills

Client-centric approach

Education

NISM certifications mandatory

CFP certification preferred

Job description

Description

Provide personalized financial planning and investment advisory services to retail clients using Groww's platform. Help clients achieve their financial goals through comprehensive portfolio management.

Requirements

• CFP certification preferred; NISM certifications mandatory.
• Experience in financial advisory, mutual funds, or wealth management.
• Excellent communication skills and client-centric approach.
• Familiarity with digital investment platforms.