Careers at FinAtoZ
Join our team
Join a company that's revolutionizing wealth management in India. Build your career while making a meaningful impact on families' financial futures.Work That Matters
Your expertise directly impacts families achieving their dreams from funding a child’s future to planning a retirement.
Driven by Research
Every recommendation is backed by our in-depth 4P & 1R Research Process, ensuring clients receive well-informed, goal-aligned investment advice tailored to their unique risk profile.
Continuous Learning
The financial world never stops evolving, and neither do we. Stay ahead of the curve.
Growth-Oriented Culture
We invest in your development. Your ideas and performance are recognized and rewarded.
Current Openings
Discover exciting opportunities to grow your career with us. We're always looking for talented individuals to join our team.
Job Openings
Location:
Categories
- All Departments
- Financial Advisory
- Investment Analyst
Financial Advisor / Wealth Manager
Full Time
Bangalore, India
Working Hours
10am-6pm
Working Days
5.5 days/week
Job Summary
Senior Financial Advisor role focusing on high-net-worth clients and complex financial planning strategies.
Key Responsibilities
- Lead complex financial planning initiatives for high-net-worth clients
- Mentor junior advisors and contribute to team development
- Develop sophisticated investment strategies and portfolio management
- Build and maintain long-term client relationships
- Stay current with advanced financial planning techniques and regulations
Requirements
- Bachelor's degree in Finance or related field
- CFP or CFA certification required
- 5+ years of financial advisory experience
- Proven track record with high-net-worth clients
Application Details
- Click “Apply” button fill the Form with details and submit the form.
Phone: +917044906409
Email: [email protected]
Investment Analyst
Full Time
Bangalore, India
Working Hours
10am-6pm
Working Days
5.5 days/week
Job Summary
The successful candidate will be responsible for conducting in-depth research and analysis to support investment decisions, monitoring market trends, and providing actionable recommendations to enhance portfolio performance.
Key Responsibilities
- Analyze economic trends, industry developments, and market conditions to identify investment opportunities and risks.
- Develop and maintain financial models to forecast company performance and assess the value of investments.
- Assist in the creation and optimization of investment portfolios based on risk tolerance, objectives, and market conditions.
- Monitor and evaluate the performance of investments and provide regular reports on portfolio returns and benchmarks.
- Provide well-researched recommendations for asset allocation, securities selection, and investment strategies
- Conduct detailed analysis of prospective investment opportunities, including financial statements, management teams, and competitive positioning.
- Work closely with portfolio managers, financial advisors, and other team members to align strategies and achieve investment goals.
- Prepare detailed review reports for customers, summarizing portfolio performance, market trends, and tailored recommendations to ensure informed decision-making.
- Ensure adherence to regulatory guidelines and internal investment policies.
Requirements
- Post graduate in Finance, or a related field
- Professional certifications such as Certified Wealth Manager (CWM), Certified Financial Planner (CFP), or Mutual Funds V-A Certification (Preferable).
- 1 to 3 years of relevant work experience in finance, preferably in financial planning and wealth management.
- Strong knowledge on mutual funds
Application Details
- Click “Apply” button fill the Form with details and submit the form.
Phone: +917044906409
Email: [email protected]