Career We’re looking for talented individuals who share our passion to be the best and achieve their full potential. Because when each individual employee succeeds, we all do. It's Your Career, Make it Matter! At Finoviser, you build what matters—whether it’s the career you want, crucial work skills, strong relationships, new digital technologies. At Finoviser Financial Services, it’s our firm belief that people are our core assets and so it’s our constant endeavor to find, nurture and develop talent above everything else! Our aim is to make working with Finoviser, one of the best jobs you ever had. Yes, it’s a tough ask but that’s what we are set out to do. What's it Like to Work at Finoviser Open & Collaborative Work Culture Challenging & Top Quality Work Opportunity To Innovate & Learn Rapid-Paced Career Growth Opportunities Performance-Driven Rewards System Vacancies If you’re looking for the next place to go in your career, consider the many opportunities to grow, advance and make a difference at Finoviser. Driven by our core values, we are passionate about what we do! And we are looking for team members equally passionate as we are……… So are you ready to take that leap of faith?
Financial Planner

Job Responsibilities

- Analyse client’s financial status (e.g.,



income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
- Develop sound financial plan and budgets for clients according to their changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.
- Ability to do gap analysis and designing counter action plan (if needed)
- Periodic review with the client on his report as per set plan
- Portfolio rebalancing

Requirements

Experience:

- 2-4 years as a financial planner in a wealth advisory firm

Qualification:

- BSc/B.com in accounting, finance, business administration, or relevant field.
- Professional Certification (CFP) is a must.
- Valid FINRA license series 7 & 66

Skills:

- Proficiency in MS Office and CRM systems
- Attention to detail and strong in mathematics
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills
- Humble and Soft Spoken.

CTC:

As Per Experience & Industry Standards

📌 Financial Planner (India)
🏢 Finoviser Financial Services
📍 India