Financial Consultant

📌 Job Description: Financial Planner – Pune (Balewadi Office)

Hirannya Wealth Advisory Pvt. Ltd.

Most Trusted Wealth Planner India 2025

First-Generation Millionaire Mentor Award 2025 Winner

₹5,500+ Crore AUA | Since 2010 | Offices in Dombivli, Navi Mumbai & Pune

📍 Position: Financial Planner (Full-Time)

Location: Balewadi, Pune

Work Mode: Office Based

Preferred Residential Location: Must stay within 5–10 km of Balewadi

🧑‍🎓 Eligibility Criteria

Graduate in any stream (Mandatory)/CFP/MBA Finance

Experience : 2-3 Years.

Age: 25–35 years

Male/Female – both preferred

Candidates with financial planning / wealth planning knowledge preferred

Other industry backgrounds can also apply (if willing to build a career in wealth planning)

Strong communication skills – must speak English, Marathi, Hindi fluently

Creative mindset & professional attitude

Must be comfortable doing cross-selling to clients (no aggressive sales – service-driven)

💼 Key Responsibilities

1. Client Data Gathering

Collect financial data from clients including income, expenses, assets, liabilities, and goals

Maintain proper documentation and accuracy

2. Financial Plan Creation

Prepare detailed financial plans using internal tools and frameworks

Understand goal planning, retirement planning, wealth planning, SIP planning, insurance planning, etc.

3. Plan Presentation

Present the financial plan to clients in a clear, structured, and professional manner

Explain the logic, strategy, and long-term structure

4. Execution Support

Help the client implement their financial plan

Assist in mutual fund, insurance, SIP, and investment-related actions

5. Review Meetings

Conduct periodic reviews (quarterly/half-yearly)

Update plans based on new goals, income changes, or market conditions

6. Service Support

Handle client service queries politely and professionally

Coordinate with internal teams for timely resolution

7. Cross-Selling & Value Addition

Identify client needs and suggest relevant services/products

Follow ethical, principle-based guidance—no push selling

🎯 Skills Required

Excellent communication (English, Marathi, Hindi)

High professionalism and discipline

Strong interest in finance, investments, and personal wealth planning

Ability to create presentations and work on Excel/Google Sheets

Problem-solving mindset

Creative, confident, positive attitude

Client-handling ability

📚 Training Provided

Complete financial planning training

Modern Portfolio Theory (MPT)

Goal-based planning

Portfolio restructuring

Client communication & presentation skills

Wealth management frameworks

💰 Salary & Benefits

Competitive salary based on interview 

Performance bonus & incentives

Fast promotion track (Financial Planner → Senior Planner → Wealth Coach)

Opportunity to work directly with award-winning team

Learning exposure to ₹50 lakh – ₹25 crore portfolios