Financial Paraplanner for a US-based FinTech Co

Troika Consulting
Job description
๐Ÿ“ India
๐Ÿ’ผ Full time
๐Ÿ’ฐ Competitive
๐Ÿ“… Posted 26/06/2026

Job description

About Us We at Troika are looking to hire mid-level, bright, enthusiastic Financial Planners / Paraplanners for a USA-based FinTech client. We are currently looking for Financial Planners / Paraplanners (with an experience of 1-2 years) to join our team. You will lead the team and ensure the delivered work going out of India is as per standards and SOP set by the client. You will work in conjunction with a USA-based relationship manager who will interact directly with the Financial Advisor in tโ€ฆ

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