Financial Planner

Type: Full Time Location: BANGALORE Description:

Company Name : Righthorizons Wealth

Experience Level : (2 - 5)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 : 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.

• 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

• Bcom, BBA
• MBA finance

Incentives / Bonuses : Yes

Learning Opportunities : you will gain hands-on exposure to portfolio tracking, budgeting, client interactions Other Benefits : Health insurance, Leave policy ETC

Email Subject Line Format : Application – Financial Planner – CFP / FPSB India Hiring Manager Details:

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