Financial Planning Careers

REQUIRED - FINANCIAL PLANNER , BUSINESS DEVELOPMENT OFFICER, INTERNS

Good Moneying Wealth Planners Pvt Ltd is a distinguished Fee-Only boutique Personal Financial Planning and SEBI Registered Investment Advisor firm serving Corporate professionals globally. We also serve NRIs and Independent professionals working as Consultants with Big corporations.

Founded by Mr. Manikaran Singal, a Certified Financial Planner and Chartered Trust and Estate Planner with over 20 years of industry experience, Good Moneying Wealth Planners operates primarily online, providing remote and virtual, but personalized services.

Our firm is renowned for its highly respected personal finance blog and is dedicated to delivering comprehensive Financial Planning and Investment Advisory Services. Additionally, we are committed to enhancing financial literacy through our educational seminars and corporate training.

JOB LOCATION - CHANDIGARH

Financial Planner (Vacancy 1)

    • Financial Planning and Review: Writing and reviewing financial/investment plans, with or without the guidance of the Chief Financial Planner.
    • Client Assistance: Aid clients in implementing financial plans and investing in products such as mutual funds, insurance, bonds, and other advised financial instruments.
    • Platform Management: Oversee investments and advisory platforms/software to ensure efficient and effective management, and serve the client.
    • Client Relationship Management: Act as a Relationship Manager, providing continuous support to clients, in coordination with the Operations team.
    • Compliance - Need to take care of the Compliance formalities related to the client's financial planning, and support the operations team in completing documents for SEBI Compliance and Audit. 
    • Communication: Maintain clear and professional communication with clients, the software support team, and other relevant parties via email and phone.
    • Research & Update: Keep updating and be aware of the new investment products, and other instruments by doing research on market products using both in-house and publicly available software and tools, and attending training and Seminars
    • Prospecting: Attending prospect calls and closing the leads online, helping salespeople to close leads offline too
     

Key Requirements - Should be a Graduate with a good understanding of the Financial Planning Concept; Professional certification like CFP, CWM, or NISM XA+XB is a must; Good Communication skills in English and Hindi; Should be proficient in Computers and the Internet. Research-oriented and Analytical Aptitude

Operations Executive (No Vacancy)

    • Office Operations Management: Oversee all aspects of office operations to ensure smooth and efficient functioning.
    • Data Management: Upload data into software systems and generate reports for clients, ensuring accuracy by tallying data with other reports.
    • CRM Management: Maintain and manage the Customer Relationship Management (CRM) system.
    • Financial Planning Support: Assist Financial Planners in preparing investment and financial plans.
    • Website Management: Oversee and manage website updates and maintenance.
    • Compliance Support: Assist the team in ensuring compliance with SEBI regulations.
     

Key Requirements - Graduate, having good knowledge of Computers, especially MS Office ( Excel is Must). Good Communication Skills. Digital Skills with an Understanding of Canva and using AI Tools will be preferred.

Business Development Officer (Vacancy 1)

  • Business Development Officer - (Vacancy 1)

    • Lead Generation: Proactively identify and generate leads through cold calling, networking, referrals, and digital platforms (LinkedIn, Instagram, WhatsApp, etc.).

    • Relationship Management: Develop and maintain relationships with prospective clients to understand their financial needs.

    • Closing Leads: Qualify, follow up with the leads and convert them into appointments or closed clients, depending on the situation.

    • Collaboration: Collaborate with financial planners for high-value or complex cases.

    • Marketing: Participate in promotional campaigns, webinars, and marketing activities to generate interest and engagement.

    • Maintain basic product knowledge of mutual funds, insurance, tax-saving instruments, etc.

    • Represent the brand professionally and ethically at all times.

     

Key Requirements - Graduate; Good Communication Skills with at least 1 year of experience in the financial services domain; Expertise in digital marketing will be preferred, with knowledge of useful AI tools.

Preferred Qualities:

  • A “go-getter” attitude with a passion for helping people make better financial decisions.

  • Confidence in engaging both individual and HNI clients.

  • Hunger to grow within a financial planning and advisory environment.

Summer Interns (Vacancy 2 ) 

    •  Project Management: Handle various specific projects related to

    • financial planning, investment advisory, mutual funds, client servicing, health insurance, and other related aspects of financial services.

    • Flexible Work Options: Opportunities are available for WFH / In Office and Hybrid models.


    • No Stipend will be paid


      

Requirement - Commerce or Management Students

SALARY AND PERKS FOR ALL THE PROFILES WILL BE AS PER THE INDUSTRY STANDARDS. SALES PROFILE WILL GET ADDITIONAL VARIABLE EMOLUMENTS POST COMPLETION OF MINIMUM 6 MONTHS OF PROBATION PERIOD.

How to Apply : Send your Resume to [email protected],

Even though we serve clients remotely, the candidate should be open to visiting Local clients (If Required); We are not offering a work-from-home option (Except for interns). We believe that there is no shortcut to success, so a candidate who understands this and wants to have a long-term career in Financial planning and work with ethics and integrity should only apply; This Profession involves lots of Studying and learning, so candidate should be eager to learn. We may support the deserving candidate in his/her further certification expenses too.