Type: Full Time Location: Chennai Description:
Company Name : ithought Financial Consulting LLP
Experience Level : Fresher, 02 years
Industry : Financial Planning, Wealth Management
Application Deadline :27-12-2025
About the Company : ithought is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones.
LinkedIn : ithought Connect: Posts | LinkedIn
Job Summary : We are seeking a dynamic and client-focused professional to join our Financial Planning and Investment Advisory team. This role offers the unique opportunity to work across multiple verticals including financial planning, insurance advisory, investment onboarding, and client engagement. You will collaborate closely with our planners and insurance team to design financial plans, review policies, assist clients in understanding recommendations, and guide them through implementation. The role also includes creating educational content, conducting webinars, and participating in financial awareness initiatives for clients and prospects. If you have a strong interest in personal finance and enjoy combining analysis, client interaction, and education, this role offers excellent exposure and growth opportunities.
Who Should Apply : CFP professionals, FPSB India students
Responsibility
- Develop and implement tailored financial plans and investment strategies based on client goals and risk profiles
- Advice clients on wealth creation, asset allocation, risk management, tax planning, and portfolio management.
- Scale up Clients on investment opportunities across equity, debt, mutual funds, and PMS products.
- Onboard clients ensuring transparent communication and regulatory compliance.
- Conduct ongoing portfolio reviews and client education through events, workshops and digital content.
- Support product initiatives, internal process improvements, and team development efforts.
Requirement
- CFP certificant/CFP pursuing
- NISM Series X-A and Series X-B (Investment Adviser Level 1 and Level 2) certifications
- Bachelor's or Master's degree in Finance, Economics, Businessm, or a related field preferred.
Preferred
- Strong understanding of investment products, market analysis, tax laws, and compliance.
- Excellent communication, analytical, and client relationship management skills.
- Proficiency with Microsoft Excel and PowerPoint for analysis and reporting.
Salary Range : 5 LPA
Incentives / Bonuses : Based on performance
Learning Opportunities : Workshops, Webinars etc
Other Benefits : Health
Email Subject Line Format : Application Financial Planner
Hiring Manager Details
[Confidential Information]
