? 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.

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- 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.

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- Assist in preparing comprehensive financial plans for clients

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- Analyze client income, expenses, assets, liabilities, investments and financial goals

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- Prepare net-worth statements, cash-flow statements and goal-based financial plans

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- Analyze investment portfolios across Mutual Funds, Equity, Bonds, Fixed Income, Insurance, PMS/AIFs and other asset classes

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- Support asset allocation and portfolio performance analysis

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- Assist with periodic portfolio reviews and rebalancing

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- Prepare MIS, portfolio reports and client review presentations

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- Conduct research on financial products, markets and investment opportunities

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- Coordinate with Relationship Managers for client information and documentation

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- Maintain accurate client records and ensure process compliance

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- What We’re Looking For

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

✅

- Financial Planning

✅
- Investment Advisory

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- Wealth Management

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- Retirement Planning

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- Portfolio Analysis

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- Investment Review / Execution

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- 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

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- CFP / CFA / NISM certification

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- Knowledge of Mutual Funds, Equity, Fixed Income, Insurance, PMS/AIFs

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- Strong Excel &
- PowerPoint skills

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- Analytical and numerical ability

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- Excellent attention to detail and communication skills

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- Why Consider This Opportunity?

✨
- Work closely with experienced Wealth &
- Financial Planners

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- Gain exposure to multi-asset wealth management

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- Build expertise in financial planning and investment strategies

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- Work on real client portfolios and financial goals

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- Strong learning and career-growth opportunity

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- Opportunity to develop a long-term career in Wealth Management

Skills: investment advisory services,financial planning,retirement planning

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