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 Advantages : Health insurance, Leave policy ETC
Hiring Manager Details
[email protected]
📌 Financial Analyst (Bengaluru)
🏢 FPSB India
📍 Bengaluru