Job Description:
Senior Financial Planning Advisor
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 easy 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

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