Career@ Finanza Solutions

A workplace that empowers you to rise

Finanza Solutions always has a place for people keen on pursuing careers in Financial Planning and Financial Advising. Help us in building wealth for people and we will provide the best foundation we can to your career that will help you to lead a better life.

We are not just a firm; we are a family consolidated to provide a financially better way of life to everyone, regardless of their financial status. Our expert financial aficionados believe strictly that anybody with the right amount of financial knowledge can help us to ascend the economy of people.


  • Expand your knowledge and skills with the people of varied and diversified education, experiences and perspectives.
  • Explore your imaginative bounds…and then work outside it!
  • Wear different professional hats become your own self starter.
  • This firm holds it’s every employee, from top to bottom, to an equal prestige that helps us grow our character fortitude.

Experience with us the work of financial experts. From CA to Portfolio Management System, from financial planning to financial advising, we are everywhere. We seek out not the high qualifiers but the ones who take finance with utmost interest and are visionaries of their fields.

Life here is a very unique one. With equal amounts of work and comfort levels, we desire to achieve client’s happiness no matter what the cost is. Their planned future is our aim, our ambition. So if you have a similar perspective like us, then what are you waiting for?

Current Openings – Financial Planner

Job Description:

  • Formulate sales plan to acquire new Financial Planning customers for increasing customer base.
  • Generate leads and follow up with them to convert them to fee paying customers.
  • Establish and build strong relationships with clients and attend client meetings.
  • Advice and implement customers financial plan based on their needs.
  • Review customer’s financial plan, investment portfolio, asset allocation, risk profile, etc.
  • Analyze customers existing portfolio.
  • Conduct risk profiling of all mapped clients for better advisory on investment needs.
  • Achieve monthly sales and income targets.
  • Regular contact with all clients through weekly/monthly calls and email.
  • Conduct Financial Planning presentations for different age-groups and their needs.
  • Trained co workers on the basics of Financial Planning.
  • Assist wealth managers/ relationship managers to convert their clients for Financial Planning.
  • Carry out all tasks in a manner consistent with compliance procedures.
  • Prepare and maintain client files and ensuring they are compliant on an ongoing basis.
  • Resolution of queries of all mapped clients within TAT specified.
  • Ensuring need based product approach towards clients and regular reporting of product penetration.

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