We’re Hiring | Junior Planner – Wealth Management

Location: Navi Mumbai
Work Mode: Work from Office | Full-Time
CTC: ₹3 – 4 LPA (Flexible for the right candidate)
Experience: 1–3 Years
⚡ Immediate Joiners Preferred

Are you passionate about Financial Planning, Investments & Wealth Management and looking to build your career with a growing wealth management firm?

We’re hiring a Junior Planner for one of our clients — a multi-asset wealth management firm helping clients make smarter financial decisions and achieve their long-term financial goals.

What You’ll Do

As a Junior Planner, you’ll work closely with Senior Planners, Wealth Managers and Relationship Managers to support end-to-end financial planning activities.

Assist in preparing comprehensive financial plans for clients
Analyze client income, expenses, assets, liabilities, investments and financial goals
Prepare net-worth statements, cash-flow statements and goal-based financial plans
Analyze investment portfolios across Mutual Funds, Equity, Bonds, Fixed Income, Insurance, PMS/AIFs and other asset classes
Support asset allocation and portfolio performance analysis
Assist with periodic portfolio reviews and rebalancing
Prepare MIS, portfolio reports and client review presentations
Conduct research on financial products, markets and investment opportunities
Coordinate with Relationship Managers for client information and documentation




Maintain accurate client records and ensure process compliance

What We’re Looking For

We’d love to hear from candidates with experience or strong interest in:

✅ Financial Planning
✅ Investment Advisory
✅ Wealth Management
✅ Retirement Planning
✅ Portfolio Analysis
✅ Investment Review / Execution
✅ Client Financial Planning

Eligibility:
• Graduate/Postgraduate in Finance, Commerce, Economics or a related field
• 1–3 years of relevant experience in Financial Planning / Wealth Management / Investment Advisory / Portfolio Management

Freshers can also be considered if they have relevant certifications such as CFP, CFA or NISM XA/XB and a strong interest in financial planning and investments.

⭐ Good to Have

CFP / CFA / NISM certification
Knowledge of Mutual Funds, Equity, Fixed Income, Insurance, PMS/AIFs
Strong Excel & PowerPoint skills
Analytical and numerical ability
Excellent attention to detail and communication skills

Why Consider This Prospect?

✨ Work closely with experienced Wealth & Financial Planners
✨ Gain exposure to multi-asset wealth management
✨ Build expertise in financial planning and investment strategies
✨ Work on real client portfolios and financial goals
✨ Strong learning and career-growth chance
✨ Opportunity to develop a long-term career in Wealth Management

📌 Financial Planner (Navi Mumbai)
🏢 EZSpace
📍 Navi Mumbai