Type: Full Time Location: MUMBAI Description:

Company Name : The Money Mart

Experience Level : 3+ years

Preferred: 3 years plus work experience

Industry : Wealth Management

Application Deadline : 05-05-2026

About the Company : 20 years old company into wealth management with a team of 17 professionals that help individuals plan their investment journeys

Website : www.themoneymart.in

Job Summary : manage client portfolios, build lasting relationships, and provide sound financial advice — all while staying updated on market trends and investment strategies

Who Should Apply : CFP® professionals

Responsibility

Advise clients on investment options based on their goals and risk profiles
Execute client transactions and maintain accurate records
Develop and grow your own client base over time




Proactively cross-sell relevant financial products
Conduct regular market and fund research

Requirement

Solid communication skills
Prior work experience will be an added advantage

Preferred

2 years plus work experience
prior experience in managing a team

Salary Range : 8 - 10 LPA

Incentives / Bonuses : Performance-based incentives

Learning Opportunities :It’s a small team and thus tremendous opportunties to grow and learn

Email Subject Line Format : “Application – Financial Planner – CFP / FPSB India”

Hiring Manager Details

Binoli Jain

[email protected]

📌 Senior Manager (Mumbai)
🏢 FPSB India
📍 Mumbai