? 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 Opportunity?

✨ 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 prospect

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

📌 Financial Planner (Navi Mumbai)
🏢 Hire22.ai
📍 Navi Mumbai