Connect Now

FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

Investment Advisor

Type:
Full Time
Location:
BANGALORE
Description:

Company Name : RuDo Wealth Investment Advisory Pvt Ltd

Number of Openings : 1

Experience Level : 4+ years

Industry : Financial Planning, Wealth Management, Fintech, etc.

Application Deadline : 31/12/2025

About the Company : RuDo is a digital wealth platform designed for mass affluent NRIs who want to build long-term wealth effortlessly. Our app combines automated portfolio management, with hyper-personalized experience through data-driven investing and dynamic approach to help users achieve financial independence seamlessly.Our mission is to simplify wealth-building by democratizing financial advisory, making it accessible, affordable, and personalized

Website : www.rudowealth.com

Job Summary : As a Financial Planner at RuDo, you will be responsible for creating clear, goal-based financial plans that help clients make confident long-term decisions. You will work closely with investment and product team to translate client goals into actionable, realistic plans. This role is ideal for someone who believes that good financial planning is about clarity, behavior, and structure, not selling products.

Who Should Apply : CFP® professionals

Responsibility :

  • Create comprehensive, goal-based financial plans covering retirement, education, major life goals, and financial independence.
  • Conduct client conversations to understand goals, constraints, and financial behavior.
  • Work closely with investment and research teams to align plans with portfolio strategies.
  • Maintain clear and compliant documentation of financial plans and assumptions.
  • Ensure planning recommendations align with regulatory and internal advisory standards.

Requirement :

  • Should have 4+ years of prior relevant experience in Financial Planning

Preferred :

  • CFP® professionals

Salary Range : 8 Lakhs +

Incentives / Bonuses : Performance-based incentives

Learning Opportunities : Learn, grow, and help define the future of advisory for NRIs.

Email Subject Line Format : “Application – Investment Advisor | CFP”

Hiring Manager Details:

masooma.elahi@rudowealth.com