Type: Full Time Location: BANGALORE Description:
Company Name : Righthorizons Wealth
Experience Level : (2 - 5)years
Industry : Wealth Management
About the Company : At Right Horizons Wealth—we are a team of passionate professionals dedicated to empowering clients and transforming financial futures. With a strong legacy in wealth management, investment planning, and financial advisory, we provide innovative, goal-based solutions that make a real impact
Website : www.righthorizons.com
Job Summary : We are looking for a highly motivated and detail-oriented Financial Planner to join our team in Bangalore. This role is ideal early-career professionals who are passionate about financial planning, investment analysis, and client portfolio management.
Who Should Apply : CFP & NISM X A & X B
Responsibility
- Assist in Goal based financial planning and investment advisory for clients
- Track and maintain client portfolios and prepare periodic performance reports
- Support senior planners in creating investment strategies and planning presentations.
- Perform research and data analysis to support investment decisions.
- Work closely with clients and internal teams for documentation, query resolution, and meeting coordination.
Requirement
- Proficiency in MS Excel (pivot tables, charts, lookups); exposure to financial tools or software is a plus. Having Agentic AI skills will be unique advantage
- Strong analytical and communication skills
- Wealth products working knowledge – product recommendations till onboarding
Preferred
Salary Range : 5 - 8 lpa
Incentives / Bonuses : Yes
Learning Opportunities : you will gain hands-on exposure to portfolio tracking, budgeting, client interactions Other Benefits : Health insurance, Leave policy ETC
Email Subject Line Format : Application – Financial Planner – CFP / FPSB India Hiring Manager Details:
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