JR Financial Planning analyst(Client goal achivement)

Type: Full Time Location: BANGALORE Description: Company Name : Right Horizons Experience Level :Fresher, 0–2 year Industry : Wealth Management Application Deadline : 30/04/2026 About The Company At Right Horizons Wealth is a team of passionate professionals dedicated to empowering clients and transforming financial futures. With a strong legacy in wealth management, investment planning, and financial advisory, we provide innovative, goal-based solutions that make a real impact. At Right Horizons, we are transforming wealth management with holistic financial solutions across investment advisory, portfolio management, alternative investments, and global markets. Our client’s first approach and expert financial strategies have made us a trusted name in the industry. We believe that our people are our greatest asset. That’s why we foster a culture of growth, collaboration, and continuous learning, equipping our team with the best tools, market insights, and development opportunities to thrive. Whether you are an experienced financial expert or a rising professional looking to build a rewarding career in wealth management, Right Horizons is the place to be. Join us to work alongside industry leaders, gain hands-on experience, and be part of a dynamic, client focused organization that values expertise, innovation, and excellence. If you’re ready to take your career to the next level and help shape the future of financial success, we’d love to hear from you! Opportunities await—come grow with us at Right Horizons! Website : https://www.righthorizons.com/ Job Summary : The Junior Analyst plays a critical role in ensuring that every client goal from wealth creation to retirement and legacy planning. This role blends financial analysis, empathy, discipline, and accountability to deliver measurable goal achievement. Who Should Apply : CFP professionals, FPSB India students, MBA Responsibility Client Goal Tracking & MonitoringGenerational Relationship ManagementEmpathy-Driven Client CommunicationDiscipline & Process ExcellenceAccountability for Outcomes Preferred MBA (Finance) / NISM XA & XBCFP (Preferred, Not Mandatory) Salary Range : 5 lpa Incentives / Bonuses : NA Learning Opportunities : Mentoring, CFP® support Other Benefits : Health, leave policy, work-from-home, Insurance benefits Email Subject Line Format : Application • Financial Planner • CFP / FPSB India, Job application. Hiring Manager Details hr@righthorizons.com