Financial Planning Executives

We Are Hiring – Financial Planning Executives (Min. 1 Year Experience) Company: Wealth Munshi (Hiring through MVG Innovations) Location: T-Hub 2.0, Hitec City, Hyderabad (🏢 Work from Office Only ) Industry: BFSI, Financial Services & Wealth Management 💼 Role Overview We are seeking Financial Planning Executives with a passion for helping individuals and families secure their financial future. As a part of our dynamic team, you will work directly with High Net Worth Individuals (HNIs) and later evolve into handling Corporate Portfolios. ✅ Key Responsibilities Develop customized financial plans for clients based on their goals Manage investment portfolios, tax planning, retirement planning, and insurance Maintain long-term relationships with clients and track portfolio performance Contribute to financial awareness initiatives and campaigns Work collaboratively with the Digital Marketing & Sales teams 🎓 Eligibility Criteria Experience: Minimum 1 year in Financial Planning or related BFSI roles Education: B.Com / BBA / MBA (Finance) / CFP (preferred) Certifications: Certified Financial Planner (CFP) – preferred but not mandatory 🧠 Skills Required Strong communication & interpersonal skills Proficiency in computers and financial tools Analytical mindset with excellent client-handling capability Presentable and professional demeanor Quick learner and adaptable 💰 Compensation CTC: Based on experience Incentives: Attractive performance-based incentive model 🕐 Joining: Immediate 📍 Note: Candidates residing near Hitech City / Madhapur / Gachibowli preferred. 🚀 About Wealth Munshi Wealth Munshi is a trusted financial partner for NRIs and HNIs offering expert financial planning, tax-saving strategies, and portfolio management. Our advisory-led approach and client-first philosophy have earned us the reputation of being one of the most promising online financial companies. 🤝 About MVG Innovations MVG Innovations is a recognized startup by DIPP, Govt. of India. Based in Hyderabad, we provide end-to-end consulting, digital transformation, and staffing services for top startups and enterprises. Show more Show less