Financial Professional

About the Role

Paryaaptha is an early-stage, deep-tech financial software company building a privacy-first digital wealth planning platform with institutional-grade retirement and income-planning tools for RIAs, MFDs, wealth managers, and their clients. The Financial Professional will work on-site in Bengaluru in a full-time capacity, collaborating closely with product and engineering teams to design and validate wealth, retirement, and income-planning workflows. This role involves developing and reviewing financial plans, interpreting complex financial data, and ensuring that tools and models align with real-world advisory practices.

Key Responsibilities

• Designing and validating wealth, retirement, and income-planning workflows.
• Developing and reviewing financial plans.
• Interpreting complex financial data.
• Ensuring tools and models align with real-world advisory practices.
• Analyzing client scenarios.
• Contributing to product specifications.
• Preparing financial reports and insights.
• Supporting the refinement of planning methodologies.
• Engaging with internal stakeholders and pilot users to gather feedback.
• Communicating findings.
• Helping to improve the platform’s financial accuracy and usability.

Requirements & Tech Stack

• Financial Planning and Finance skills.
• Experience in retirement, wealth, or income-planning domains.
• Analytical Skills to interpret financial data, evaluate scenarios, and support data-driven product decisions.
• Expertise in Financial Reporting, including preparing, reviewing, and presenting clear financial summaries and insights.
• Effective Communication skills to collaborate with cross-functional teams and explain complex financial concepts clearly.
• Ability to work in a fast-paced early-stage environment, with a focus on accuracy, integrity, and client-centric solutions.

Qualifications

• Degree in Finance, Economics, Business, or related field.
• Professional certifications (e.g., CFP, CFA) are an advantage.
• Experience in wealth management, RIAs, MFDs, or financial advisory environments is beneficial.
• Familiarity with financial software tools is beneficial.