Financial Advisor (Andheri)

Financial Advisor (Andheri)

08 Aug
|
1% Club
|
Andheri

08 Aug

1% Club

Andheri

Company Overview:

One Centurion Pvt Ltd (The 1% Club)

The 1% Club is a SEBI-registered Non-Individual Investment Adviser (RIA) dedicated to transforming the way individuals and families approach personal finance. Unlike traditional distributors who earn commissions from financial products, we follow a fee-only advisory model, ensuring that every recommendation we provide is unbiased, transparent, and always in the client’s best interest.

As a Non-Individual RIA, we operate as a professional advisory firm rather than as a single adviser. This allows us to bring together a team of qualified financial planners, researchers, and compliance professionals who collectively deliver the role of a Personal CFO for our clients.

At the 1% Club, our mission is straightforward:

To help our clients achieve financial freedom through holistic financial planning, investment advisory, and wealth management solutions.

To deliver conflict-free advice backed by deep research, strong governance, and robust processes.

To empower individuals with clarity and confidence in every financial decision they make.

With a growing community of forward-thinking individuals, The 1% Club is redefining personal finance in India by providing end-to-end financial planning services under a transparent and fiduciary framework.

Job Responsibilities:





- Manage end-to-end client relationships by adhering to the financial planning process and embodying the company's core values.

- Conduct engaging and value-driven conversations with clients on a daily basis, focusing on understanding their needs and goals.

- Assist clients in achieving their financial aspirations by identifying challenges, collaborating on solutions, and implementing and monitoring strategies.

- Act as a mentor, advisor, and friend to clients, providing support and guidance throughout their wealth creation journey.

- Oversee investment portfolios and align them with clients' financial objectives through meticulous planning and execution.

- Serve as an advisor rather than a salesperson, prioritizing client well-being over revenue targets.

- Product knowledge in Mutual Funds, Stocks, FD, Bonds, Reits etc.

Desired Skills & Qualifications:

- Graduate in Commerce / Finance or related field.

- NISM XA and XB certifications

- CFA/CFP (preferred)

- CFP any 2 module cleared can also apply

- CFA level 1 and 2 can also apply

- Strong communication skills to effectively engage with clients and convey complex financial concepts.

- Experience or knowledge in investment advisory, wealth management, financial planning, and mutual funds.

- A passion for financial advising and a genuine desire to make a positive impact on clients' lives.

Apply now to join our team!

📌 Financial Advisor (Andheri)
🏢 1% Club
📍 Andheri

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