Financial planner cum Investment Advisor

If you have in-depth knowledge of personal finance and are passionate about helping people accomplish their financial goals, here is an excellent opportunity to join a client-centric personal finance Ecosystem.We are myMoneySage a SEBI Registered Investment Adviser and an award-winning wealth-tech platform; we empower wealth creation for HNIs & NRIs by leveraging technology & in-house research. We are looking for talented Financial planners/Investment Advisers to be a part of our growth story.You must be a graduate or post-graduate in commerce or finance with CFP, CFA, CWM or NISM IA level I and II. You should have at least 3-5 years of experience in Comprehensive Financial Planning & Investment advisory working in an RIA or a Wealth Management Firm.A thorough understanding of multiple asset classes and financial products with expert knowledge of comprehensive financial planning and Tax as well as Investment planning is a must.You need to work with individuals & and families, help them understand their financial circumstances and to reach their short-term and long-term financial objectives. Your responsibilities will be as follows Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering client questions about financial plans and strategies and giving financial advice.Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.Implementing financial plansPS : We are looking for candidates only with strong expertise in Comprehensive Financial Planning and Investment Management, gained specifically within Registered Investment Adviser (RIA) firms or Wealth Management settings. PRB