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Financial Planning Analyst / SME

Fresher Navi Mumbai, Mumbai City 22 Jan, 2026

Job Location	Navi Mumbai, Mumbai City
Education	Not Mentioned
Salary	Not Disclosed
Industry	Financial Services
Functional Area	Investment Banking / M&AFinance / Accounts / Tax
EmploymentType	Full-time

Job Description

This is Chetan Jain from Aquilasys Inc.I reviewed your profile and believe your background aligns well with an open position we have for a Financial Planning Analyst / SMEbased in Ghansoli, Navi Mumbai.Please review the position details below:Job Title:Financial Planning Analyst / SMELocation:Ghansoli, Navi Mumbai (5 days a week onsite)Shift:US Shift (06:30 PM to 03:30 AM IST)Role Summary:Key Requirements (Must Have):Experience:26 years in financial planning, investment advisory, or wealth management, specifically serving US High Net Worth (HNW)clients.Education: CFP (Certified Financial Planner)certification is required. Preferred additional qualifications: MBA (Finance), CFA, or CA.Software:Proficiency in financial planning applications like eMoney, MoneyGuidePro, or similar software.Product Knowledge:Strong understanding of Fixed Income, Derivatives, FX, Real Estate, Retirement products (401k), and Tax Planning.Certifications:FINRA Series 6, 63, or 7 license is Good to Have. Role Summary:You will collaborate directly with Wealth Advisors to create investment, estate, and retirement strategies. Your daily activities will include:Financial Planning:Creating investment plans using planning software and performing risk profiling for clients.Portfolio Management:Performing constant reviews and rebalancing of client portfolios; recommending asset allocation strategies.Collaboration:Coordinating strategy sessions with tax, estate, and insurance professionals.Advisor Support:Managing the Advisors calendar and ensuring research/data gathering is complete for client meetings.If you are interested in this opportunity, please reply with your updated resumeand the best time to connect.Thanks & Regards,Chetan JainLead Talent Acquisition SpecialistContact Number: 1 hidden_mobile / 91 hidden_mobileAquilasys Inc.Consulting Technology OutsourcingMWBE & SBE Certified

Keyskills :
financial planningwealth management

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