Senior Financial Planning Advisor

About the job

We are hiring a Senior Financial Planning Advisor for a full-time, on-site role in Mumbai or Bangalore. What you’ll do • Have goal-based conversations with clients • Create and present financial plans (cash flow, asset allocation, retirement, risk planning) • Review portfolios and suggest restructuring or rebalancing • Explain financial concepts in a simple, practical way • Convert planning discussions into paid advisory relationships What we’re looking for • Good understanding of mutual funds, equity, and debt products • 2–4 years of experience in financial planning or advisory roles • Any Master’s qualification • Comfortable owning client conversations end to end Location: Mumbai or Bangalore (On-site) How to Apply: Share your CV at prachi.p@fintoo.in

Qualifications

• Any Master’s qualification

About the company

Fintoo is a SEBI Registered Investment Advisor (RIA) offering fee-based, holistic financial planning and investment advisory services. We focus on delivering unbiased, client-first advice tailored to individual goals. Our approach is planning-led, ensuring structured financial decisions across investments, tax, and long-term wealth management.