Purpose The Financial Advisor will lead financial planning conversations with prospective clients and drive the advisory-led acquisition process. This is a consultative financial advisory role where creating high-quality financial plans, analysing portfolios, and presenting solutions form the core responsibilities. Client acquisition is the natural outcome of a strong planning-led engagement.

Key Responsibilities

- Conduct detailed goal-setting discussions with prospects and understand their financial profile.
- Prepare, customise, and present Fintoo’s financial plans (cash flows, asset allocation, ESOP strategy, retirement modelling, risk planning).
- Analyse existing portfolios and identify diversification, restructuring, and rebalancing opportunities.
- Recommend investment strategies aligned with the client’s risk appetite and long-term objectives.
- Coordinate with the Core Advisory team for deeper analysis and implementable portfolios where required.
- Explain complex financial concepts in simple language to help clients make informed decisions.
- Build strong rapport with prospective clients through trust-based advisory conversations.
- Handle objections, clarify queries, and guide prospects towards long-term wealth planning solutions.
- Conduct discovery calls to understand client needs and expectations.
- Convert planning discussions into paid advisory clients through consultative selling, not push-based selling.




- Engage with referred clients, network-driven leads, and digital inquiries.
- Proactively identify opportunities for new client relationships based on advisory gaps and life events.
- Document all client details, planning notes, and handover information for smooth transition to the Core Advisory team.
- Stay updated on mutual funds, equity markets, ESOP structures, global products, and tax efficient strategies.
- Understand RIA-compliant advisory processes and explain them confidently to prospects.

Key Requirements

- Strong understanding of financial planning concepts — cash flow, asset allocation, risk profiling, ESOP management, and tax basics.
- Excellent communication, storytelling, interpersonal, and relationship management skills.
- Ability to simplify and present a financial plan confidently to HNI prospects.
- Positive understanding of financial products (mutual funds, ETFs, equity, debt, global products).
- High emotional intelligence, patience, and advisory mindset.
- Proficiency in Microsoft Excel & PowerPoint for plan creation and analysis.
- Strong written and verbal communication in English.

Qualification

- MBA/Postgraduation (Finance preferred)
- NISM XA/XB mandatory; CFP or CWM preferred
- 2–6 years’ experience in financial planning, advisory, wealth management, or a hybrid advisory + acquisition role

📌 Financial Advisor (Bengaluru)
🏢 FINTOO
📍 Bengaluru