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1 Job openings at myMoneySage
Financial planner cum Investment Advisor

karnataka

4 - 8 years

INR Not disclosed

On-site

Full Time

If you have in-depth knowledge of personal finance and are passionate about helping people accomplish their financial goals, here is an excellent opportunity to be a part of a client-centric personal finance Ecosystem. This role is specifically designed for experienced financial planners and investment advisers who have worked within a Registered Investment Adviser (RIA) firm or a wealth management setup catering to individual clients. We are myMoneySage, a SEBI Registered Investment Adviser and an award-winning wealth-tech platform; we empower wealth creation for HNIs & NRIs by leveraging technology & in-house research. We are looking for talented Financial planners/Investment Advisers to be a part of our growth story. You must be a Graduate or post-graduate in commerce with CFP, CWM with NISM XA, XB. You should have at least 4-5 years of experience in Comprehensive Financial Planning & Investment Management. A thorough understanding of multiple asset classes and financial products with expert knowledge of comprehensive financial planning as well as Tax and Investment planning is a must. Your responsibilities will include: - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about financial plans and strategies and giving financial advice. - Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. - Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. - Analyzing financial data received from clients to develop strategies for meeting clients" financial goals. - Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. - Implementing financial plans. - Building and maintaining your client base. Please note: Candidates with backgrounds primarily in investment banking, equity research, or corporate finance are not suited to this position.,

cta

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