Financial Planner

Company Description

Right Horizons Wealth, established in 2003, is a SEBI-registered firm specializing in Wealth Management and Financial Planning. With 3500+ Cr AUM and a presence across key cities in India and Dubai, the company delivers comprehensive financial solutions tailored to clients' life goals. Right Horizons offers services such as personal financial planning, portfolio management, family office services, and wealth advisory with a focus on tax efficiency and risk-adjusted investments. Guided by Founder & CEO Anil Rego and a team of 70+ professionals, the company is committed to transparency, respect, and sustainable wealth growth. Right Horizons aims to empower clients by aligning their financial goals with long-term aspirations to secure their financial future and legacy.

Role Description

This is a full-time on-site role for a Financial Planner based in Bengaluru. The Financial Planner will be responsible for evaluating clients' financial situations, providing personalized financial and retirement planning advice, and creating strategies to achieve their life goals. Responsibilities include analyzing financial data, assessing investment opportunities, optimizing tax planning strategies, and delivering actionable recommendations. The role involves liaising with clients regularly to review progress and adjust financial plans based on evolving needs and market conditions.

Qualifications

• Proficiency in Financial Planning, Personal Financial Planning, and Retirement Planning
• Certified Financial Planner (CFP) certification or equivalent qualification
• Strong knowledge and expertise in Finance and investment strategies
• Excellent communication and interpersonal skills to interact effectively with clients
• Ability to analyze and interpret financial data with attention to detail
• Experience in creating tax-efficient and customized financial strategies
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Prior experience in Wealth Management or Financial Planning is an advantage
• Proficiency in financial planning software and tools is a plus