Planner Advisory

Type : Full Time Location : BANGALORE Description :

Company Name : Dilzer Consultants Pvt Ltd

Experience Level : 2-5 years

Industry : Financial Planning, Wealth Management, Portfolio Construction.

About the Company : Dilzer Consultants Pvt Ltd is one of the top 5 SEBI Registered Investment Advisors Providing Holistic Financial Planning and Wealth Management Services for HNI Clients for the last 24 years. Powered by Ethics, Competance, Credibility and Trust, we have gained clientile that have worked with us for over 18+ years. Our mission is to empower our clients to achieve their goals by offering personalized financial guidance in an environment built on trust. We are committed to helping our clients preserve their wealth, accumulate assets strategically, and consistently outperform benchmarks to ensure long-term financial success. By maintaining the highest standards of integrity and business ethics, we create a foundation for close, interactive engagement, making our clients feel valued, understood, and confident in their financial journey.

Website / LinkedIn : https : / / dilzer.net / about-us

Job Summary : Financial Planning, Wealth Creation, Portfolio Management, Debt Management, Insurance analysis, Estate Planning

Who Should Apply : CFP® professionals

Responsibility 1 : Portfolio Management

Responsibility 2 : Wealth Creation

Responsibility 3 : Comprehnsive Financial Planning including Networth Statement, Goal Analysis Cashflow and Budgeting

Requirement 1 : Commerce

Requirement 2 : MBA Finance

Requirement 3 : Bcom / BBM Finance

Preferred 1 : Engineer

Preferred 2 : Science

Salary Range : Up to ₹10 Lacs (CTC +L&D+ Bonus) Depending on the experience in the field of personal finance

Incentives / Bonuses : Additional exiciting incentives of business creation

Learning Opportunities : Training Workshop, Mentoring, Financial Literacy Initiatives

Other Benefits : Health, leave policy, work-from-home flexibility, and extended WFH facility based on KRIs met

Email Subject Line Format : "Application – Financial Planner – CFP / FPSB India" Hiring Manager Details :

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Skills Required

Estate planning, Portfolio Management, Debt Management