Financial Advisor

Company Overview:

One Centurion Pvt Ltd (The 1% Club)

 The 1% Club is a SEBI-registered Non-Individual Investment Adviser (RIA) dedicated to transforming the way individuals and families approach personal finance. Unlike traditional distributors who earn commissions from financial products, we follow a fee-only advisory model, ensuring that every recommendation we provide is unbiased, transparent, and always in the client’s best interest.

 As a Non-Individual RIA, we operate as a professional advisory firm rather than as a single adviser. This allows us to bring together a team of qualified financial planners, researchers, and compliance professionals who collectively deliver the role of a Personal CFO for our clients.

At the 1% Club, our mission is simple:

 To help our clients achieve financial freedom through holistic financial planning, investment advisory, and wealth management solutions.

 To deliver conflict-free advice backed by deep research, strong governance, and robust processes.

 To empower individuals with clarity and confidence in every financial decision they make.

 With a growing community of forward-thinking individuals, The 1% Club is redefining personal finance in India by providing end-to-end financial planning services under a transparent and fiduciary framework.

Job Responsibilities:

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  Manage end-to-end client relationships by adhering to the financial planning process and embodying the company's core values.

  
  


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  Conduct engaging and value-driven conversations with clients on a daily basis, focusing on understanding their needs and goals.

  
  


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    Assist clients in achieving their financial aspirations by identifying challenges, collaborating on solutions, and implementing and monitoring strategies.

  
  


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    Act as a mentor, advisor, and friend to clients, providing support and guidance throughout their wealth creation journey.

  
  


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  Oversee investment portfolios and align them with clients' financial objectives through meticulous planning and execution.

  
  


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  Serve as an advisor rather than a salesperson, prioritizing client well-being over revenue targets.

  
  


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  Product knowledge in Mutual Funds, Stocks, FD, Bonds, Reits etc.                                      
  
  

  
  

Desired Skills & Qualifications:

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  Graduate in Commerce / Finance or related field.

  
  


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  NISM XA and XB certifications

  
  


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  CFA/CFP (preferred)

  
  


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  CFP any 2 module cleared can also apply

  
  


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  CFA level 1 and 2 can also apply

  
  


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  Strong communication skills to effectively engage with clients and convey complex financial concepts.

  
  


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  Experience or knowledge in investment advisory, wealth management, financial planning, and mutual funds.

  
  


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  A passion for financial advising and a genuine desire to make a positive impact on clients' lives.
   

  
  

Apply now to join our team!