My Money Sage

10 Feb 2022

Job Title

Financial Planner & Investment Adviser

Job City

Company Profile

We are myMoneySage an award-winning wealth-tech platform; we empower wealth creation for the individuals’ technology & Behavioural Science. We are looking for talented Financial planners/Investment Advisers to be a part of our growth story.

Job Profile & Responsibilities

You need to work with individuals & families, help them understand their financial circumstances, and to reach their short-term and long-term financial objectives. Your responsibilities will be as follows:

  • 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.

Prefered Qualifications

You must be an MBA or post-graduate in commerce with CFP, QPFP, CFA or CWM, or NISM IA level I and II. You should have at least 2 to 3 years of experience in a financial planning/wealth management firm.

Desired Candidate Profile

A thorough understanding of financial products and expert knowledge of comprehensive financial planning especially Tax and Investment planning is a must.

Additional Details

Note: Freshers with CFP/MBA can apply for intern roles.

Salary Range


How to Apply