Financial Planner

Company Overview

One Centurion Pvt Ltd (The 1% Club)

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 module 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 cantered 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 a part of a talented and dedicated team working towards a common goal.

Apply now to join our team!

Skills: communication,investment advisory,mutual funds,investment,financial planning,finance,wealth management,financial services,cfa,cfp,nism xa,nism xb