Job in Navi Mumbai Vashi

Finoviser Financial Services

Financial Planner

Job Responsibilities

  • Analyse client’s financial status (e.g., income, expenses and liabilities)
  • Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
  • Develop sound financial plan and budgets for clients according to their changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services.
  • Build strong relationships to retain existing clients.
  • Maintain updated knowledge of regulations, practices and financial products.
  • Ability to do gap analysis and designing counter action plan (if needed)
  • Periodic review with the client on his report as per set plan
  • Portfolio rebalancing



  • 2-4 years as a financial planner in a wealth advisory firm


  • BSc/ in accounting, finance, business administration, or relevant field.
  • Professional Certification (CFP) is a must.
  • Valid FINRA license series 7 & 66


  • Proficiency in MS Office and CRM systems
  • Attention to detail and strong in mathematics
  • Strong ethics, with a customer-oriented attitude
  • Outstanding communication skills
  • Humble and Soft Spoken.


As Per Experience & Industry Standards

To apply for this job please visit