Financial Planner cum Investment Advisor

About the role

We are seeking a Financial Planner cum Investment Advisor to join myMoneySage, a SEBI‑registered fee‑only advisory firm. The successful candidate will act as a fiduciary, helping high‑net‑worth clients integrate tax, investment, estate and behavioural considerations into a holistic financial plan.

Key responsibilities

• Develop comprehensive, goal‑based financial plans that incorporate cash‑flow analysis, risk assessment and post‑tax, post‑inflation projections.
• Design and monitor diversified investment portfolios across equities, bonds, mutual funds and alternative assets.
• Provide retirement planning strategies, including accumulation, distribution and tax‑efficient income solutions.
• Communicate complex financial concepts clearly, building long‑term trusted relationships with CXOs, HNIs, Ultra‑HNIs and NRIs.
• Ensure compliance with regulatory standards and maintain meticulous documentation.

Required profile

• Certified Financial Planner (CFP) credential or equivalent professional certification.
• Bachelor’s or Master’s degree in Finance, Economics, Business or a related field.
• Proven experience advising high‑net‑worth individuals or families.
• Strong analytical mindset with attention to detail.

Required skills

• Advanced Excel proficiency.
• Use of financial planning software and analytical tools.
• Portfolio construction and asset‑allocation expertise.
• Knowledge of mutual funds, bonds, equities and alternative investments.

What we offer

• Fiduciary‑first culture with no sales targets or commissions.
• Collaborative, client‑centric environment focused on integrity and innovation.