Senior Financial Planner

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory 

platform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planning 

solutions followed by investment execution to complete the entire circle. Committed to 

driving transformative change, we take pride in being among the early adopters of 

technology-driven wealth management solutions in the Indian financial landscape. 

Our vision is to empower and educate individuals to make informed financial decisions and 

easily track their finances in real-time. 

Originally incubated in Mumbai, we have our Head Office in Mumbai and clients PAN India. 

Recently opened an office in Dubai to service the growing global diaspora of NRIs and provide 

them world-class fee based advisory and global wealth management solutions. 

www.fintoo.in 

Job Description: 

We are looking for a highly motivated and experienced Financial Advisor to join our team. 

The ideal candidate will be passionate about financial planning and have a deep 

understanding of financial markets and financial planning theories. As a Financial Advisor, 

you will be responsible for providing personalized advice and guidance to clients, 

developing investment strategies, asset allocation, debt restructuring etc. 

Key Responsibilities: 

 Client Engagement: 

o Develop and maintain strong relationships with clients, understanding their 

unique financial needs and goals. 

o Provide personalized advisory services, including ESOP diversification, 

investment recommendations, and tax-efficient planning. 

 Financial Planning & Strategy: 

o Create, review, and optimize financial plans tailored to each client’s profile. 

o Analyse client portfolios and recommend rebalancing strategies to maximize 

returns and minimize risks. 

 Market Analysis & Product Knowledge: 

o Stay updated on market trends, economic factors, and financial products to 

provide informed and timely advice. 

o Understand and recommend products, including mutual funds, stocks, bonds, 

and alternative investments, based on client profiles and risk tolerance. 

 Sales & Business Development: 

o Work towards achieving individual and team business targets  

o Identify potential high-net-worth clients and support growth initiatives within 

the firm. 

 Compliance & Documentation: 

o Ensure all client interactions, transactions, and recommendations comply with 

regulatory standards. 

o Maintain detailed and accurate client records, updating portfolios and 

capturing key decision points.

make an impact in the future of wealth management

👉 Apply now at recruiter@fintoo.in