Financial Planner

We’re Hiring at Liquide!

Are you passionate about helping people achieve their financial goals?

At Liquide, we’re on a mission to simplify wealth creation and empower investors with actionable insights. We’re looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team.

What you’ll do :

Provide end-to-end financial planning services – from retirement and education planning to home buying and wealth creation.

Conduct risk profiling and design optimal asset allocation strategies tailored to individual needs.

Track macroeconomic indicators, policy changes, and sectoral developments that impact equity markets. Translate market complexity into simple, actionable insights, empowering clients to make confident decisions.

Engage in meaningful client discussions to guide them through their financial journeys.

Who we’re looking for :

✅ 3–5 years of relevant experience in financial planning or wealth management.

✅ Strong analytical and communication skills.

✅ A passion for simplifying finance and building long-term client relationships.

Qualifications :

Expertise in Financial Planning and Personal Financial Planning

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)

Excellent analytical and communication skills

Ability to work independently and collaboratively

Experience in the investment advisory or financial planning industry

Bachelor's degree in Finance, Business, or related field

If this sounds like you—or someone you know—let’s talk!