Type: Full Time Location: Bengaluru Description:

Company Name : Righthorizons Wealth

Experience Level : 3+ 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 : https://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 : 7 - 10 lpa Incentives / Bonuses : Yes

Learning Opportunities : you will gain hands-on exposure to portfolio tracking, budgeting, client interactions

Other Perks : Health insurance, Leave policy ETC

Hiring Manager Details [email protected]

📌 Financial Analyst (Bengaluru)
🏢 FPSB India
📍 Bengaluru