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

Bcom, BBA
MBA finance

Salary Range : 5 - 8 lpa

Incentives / Bonuses : Yes

Learning Opportunities : you will gain hands-on exposure to portfolio tracking, budgeting, client interactions Other Advantages : Health insurance, Leave policy ETC

Email Subject Line Format : Application – Financial Planner – CFP / FPSB India Hiring Manager Details:

[email protected]

📌 Financial Planner (Bengaluru)
🏢 FPSB India
📍 Bengaluru