Description: We are looking for a Financial Planner to help our clients manage their finances. You will be responsible for analyzing a clients’ financial status (cash flows, assets and liabilities), creating and executing financial plans and the ongoing review and monitoring of plans for clients assigned to you.
Our firm is a fee-only Registered Investment Advisor and therefore this is a true advisory-only position with no sales involved. Financial Planner candidates would be eased into the advisory role immediately.
What you will do:
Gather client financial and non-financial data
Create scenario analysis and case studies specific to client needs
Prepare customized financial plans and map financial goals to pre-specified model portfolios
Coordinate with operations for onboarding of clients, compliance and for execution of investment advice
Regularly monitor, evaluate and update client financial plans
Update and track all client related activities in CRM system for compliance purposes
We need candidates who are in compliance with RIA regulation:
- Post-graduate degree or post graduate diploma (minimum two years in duration) in any of the following fields: finance, accountancy, business management, commerce, economics, capital market, banking, insurance or actuarial science from a university or an institution recognized by the Central Government or any State Government
- It is a benefit if you have cleared NISM XA and XB tests – if you have not, you will be asked to do so for compliance with regulations
Certified Financial Planner (CFP) through regular pathway is preferred:
Candidates less than 35 years of age are preferred
Strong ethics and integrity
Ability to handle client interactions with positivity, empathy and a calm demeanor
Excellent written and verbal communication skills in English.
Proficiency in MS Office (Outlook, Word, Excel and PowerPoint) is required
Ability to pick up and adapt to new digital tools quickly
Candidate must be comfortable with client interaction via video-calls (Zoom or Google Meet)
Salary: Will be decided on case to case basis depending on the experience and qualification
Company profile: Kairos Capital Private Limited is a SEBI Registered Investment Advisor. We are a young, dynamic company and encourage people to come with ideas, suggestions and feedback. We offer multiple opportunities for career development and progression within the firm.
Website: kairoscapital.co.in (new website will be launching soon)
Interested candidates should submit their resumes to