JR Financial Planning Analyst(Client Goal Achivement)

Type: Full Time Location: BANGALORE Description:

Company Name : Right Horizons

Experience Level :Fresher, 0–2 year

Industry : Wealth Management

Application Deadline : 30/04/2026

About The Company

At Right Horizons Wealth is 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.

At Right Horizons, we are transforming wealth management with holistic financial solutions across investment advisory, portfolio management, alternative investments, and global markets. Our clients first approach and expert financial strategies have made us a trusted name in the industry.

We believe that our people are our greatest asset. Thats why we foster a culture of growth, collaboration, and continuous learning, equipping our team with the best tools, market insights, and development opportunities to thrive. Whether you are an experienced financial expert or a rising professional looking to build a rewarding career in wealth management, Right Horizons is the place to be.

Join us to work alongside industry leaders, gain hands-on experience, and be part of a dynamic, client focused organization that values expertise, innovation, and excellence. If youre ready to take your career to the next level and help shape the future of financial success, wed love to hear from you! Opportunities await—come grow with us at Right Horizons!

Website : https://www.righthorizons.com/

Job Summary : The Junior Analyst plays a critical role in ensuring that every client goal from wealth creation to retirement and legacy planning. This role blends financial analysis, empathy, discipline, and accountability to deliver measurable goal achievement.

Who Should Apply : CFP professionals, FPSB India students, MBA

Responsibility

• Client Goal Tracking & Monitoring
• Generational Relationship Management
• Empathy-Driven Client Communication
• Discipline & Process Excellence
• Accountability for Outcomes

• MBA (Finance) / NISM XA & XB
• CFP (Preferred, Not Mandatory)

Incentives / Bonuses : NA

Learning Opportunities : Mentoring, CFPregistered support

Other Benefits : Health, leave policy, work-from-home, Insurance benefits

Email Subject Line Format : Application – Financial Planner – CFP / FPSB India, Job application.

Hiring Manager Details

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