Purpose

The Financial Planning Specialist 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 straightforward 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.

• Based on perform

📌 Senior Financial Planning Advisor (Bengaluru)
🏢 FINTOO
📍 Bengaluru