Financial Planner

Type: Full Time Location: BANGALORE Description:

Company Name : Dilzer Consultants Pvt Ltd

Experience Level : 2-5 years

Industry : Financial Planning, SEBI Registered Investment Advisor, Wealth Management

Application Deadline : 31 Jannuary 2026

About the Company : Dilzer Consultants Pvt Ltd is a SEBI Registered Investment Advisory firm. We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. Our processes and practices start at grassroots, ensuring all angles are covered in the decision-making process. It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients.

Website : www.dilzer.net

Job Summary : Financial Planning, Wealth Mnagament Refer https://www.dilzer.net/careers/planner-advisory for the JD

Who Should Apply :CFP, Aspiring investment planners, Financial Planners, Para Planners

Responsibility

• Wealth Advisory
• Financial Planning
• Investment Management
• Client Management and Advisory
• Business Generation
• Prospect discussion

• BBA / MBA / Bcom / MCom

• CFP

Incentives / Bonuses : Interesting Incentives

Learning Opportunities : Mentoring, Learning, Training, Leadership coaching

Other Benefits : Health, leave policy, work-from-home flexibility(subject to conditions), etc.

Email Subject Line Format : Subject: Application for post of Planner Advisory

Hiring Manager Details

HR Dilzer Consultants Pvt Ltd

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