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Career / Full-Time Opportunities

Precision Advisory Careers &
Wealth Leadership.

Join an AMFI and IRDAI accredited advisory practice committed to genuine fiduciary excellence. Build long-term client relationships with structured professional mentorship, transparent compensation, and leadership pathways.

AMFI & IRDAI Accredited Workplace
Fixed CTC + Performance Incentives
Structured Fast-Track Leadership Ladders
Sonipat HQ & Noida Branch Desks
Open Roles • 2026 Recruitment

Active Full-Time Openings

Every role is rooted in client stewardship, regulatory compliance, and transparent professional acceleration.

01 / 05

Financial Advisor & Portfolio Specialist

Primary fiduciary client point-of-contact: designing customized mutual fund portfolios, SIP blueprints, and goal-aligned wealth roadmaps.

Apply For Role

As a Financial Advisor, you will evaluate client financial health, diagnose debt and savings ratios, and present AMFI-compliant investment architectures. You work directly with families in Sonipat, Noida, and across the Delhi NCR region to systematically structure their long-term wealth journeys.

Client Discovery & Goal Modeling

Conducting deep portfolio audits and architecting custom time-horizon asset allocations.

SIP & Mutual Fund Architecture

Deploying disciplined systematic investment plans and direct equity/debt mutual fund portfolios.

AMFI Compliance & ARN Support

Firm-sponsored exam support, registration, and continuing regulatory certification modules.

Quarterly Fiduciary Rebalancing

Conducting scheduled portfolio reviews and rule-based asset rebalancing audits with clients.

0–3 Years Experience
Full on-the-job training provided • Competitive CTC + Quarterly Incentive
02 / 05

Senior Wealth Manager • HNI Advisory Track

Senior leadership role managing high-net-worth family portfolios, multi-asset allocation, and junior advisor mentorship.

Apply For Role

This role is built for seasoned wealth management professionals. You will oversee client portfolios exceeding ₹25 Lakhs in AUM, architect sophisticated tax-harvesting models, coordinate estate succession strategies, and lead regional advisory branch growth.

HNI Multi-Asset Strategy

Curating bespoke multi-asset strategies across equity, fixed income, sovereign gold, and alternate assets.

Tax Friction Optimization

Executing Section 10(10D) shelters, annual LTCG exemptions, and capital gains set-off protocols.

Team Leadership & Mentorship

Guiding junior financial advisors, overseeing client deliverables, and spearheading regional client forums.

Fiduciary Compliance Auditing

Upholding strict SEBI/AMFI regulatory mandates with zero tolerance for mis-selling or product push.

3–7 Years Experience
Senior fixed compensation package + attractive AUM-linked revenue participation
03 / 05

Insurance Advisor & Risk Architect

Specialist in family balance-sheet protection: health insurance structuring, high-sum-assured term life, and claims assistance.

Apply For Role

Protecting families from life's catastrophic uncertainties is the foundation of sound financial planning. In this role, you will analyze life insurance adequacy (Human Life Value modeling), evaluate comprehensive health floaters with zero-deductible restoration, and manage concierge claims support.

Human Life Value (HLV) Modeling

Calculating exact 10x-15x income term insurance coverage required to protect dependent family security.

Comprehensive Health Floaters

Comparing IRDAI policy fine print across room rent capping, pre-existing conditions, and day-care procedures.

Cashless Claims Concierge

Serving as the dedicated client advocate during hospitalizations to guarantee seamless cashless settlement.

Guaranteed Return Portfolios

Structuring capital-guaranteed, tax-free return solutions for risk-averse family milestones.

IRDAI Certified Track
Licensing support provided • High recurring renewal incentive structure
04 / 05

Branch Coordinator & Operations Executive

Operational backbone of our regional offices: managing client appointments, partner institution documentation, and compliance.

Apply For Role

Based in our Sonipat headquarters, the Branch Coordinator ensures smooth day-to-day administrative operations. You will manage customer relationship management systems, handle walk-in client reception, coordinate with mutual fund registrar agencies (CAMS/KFintech), and maintain compliance documentation.

Client Onboarding Administration

Managing friction-free KYC, CKYC updates, and bank mandate verifications for new client families.

AMC & Insurer Coordination

Direct liaison with over 20+ asset management companies and insurance underwriting desks.

Advisory Desk Scheduling

Facilitating 1-on-1 advisor consultations, video conference briefings, and annual portfolio audits.

Compliance Archive Maintenance

Ensuring statutory records and audit trails strictly adhere to IRDAI and AMFI inspection standards.

Sonipat HQ Desk
Stable full-time career with structured annual appraisal and corporate benefits
05 / 05

Digital Marketing Associate & Growth Specialist

Driving organic fintech education, social video production, SEO authority, and targeted advisory lead generation.

Apply For Role

Help democratize financial literacy across India. You will lead our WealthVridhi media channels across Instagram, YouTube, and LinkedIn, creating relatable visual content on personal finance, tax savings, and wealth preservation. You will also manage data-driven inbound acquisition funnels.

Financial Media & Video Production

Developing educational short-form scripts, infographics, and market insight carousels.

Organic SEO & Editorial Hub

Optimizing blog guides, SIP tutorials, and tax calculator articles for high-intent search visibility.

Performance Inbound Funnels

Managing Google Search and Meta advertising campaigns targeting young families and HNIs.

Analytics & Conversion Auditing

A/B testing landing pages and analyzing user attribution through Google Analytics 4 and Hotjar.

Noida / Remote Flexibility
1–3 years experience • High creative freedom and fast growth trajectory
Hiring Methodology

The 4-Stage Selection Workflow

We prioritize character, integrity, and client empathy over pushy sales tactics. Here is how you join our advisory team.

01

Profile Submission & Review

Submit your updated CV and a brief note on your career objectives. Every application is reviewed directly by our advisory leadership board.

Stage One
02

Advisory Ethics & Culture Discussion

A conversational interview assessing your communication skills, client problem-solving mindset, and alignment with our fiduciary standard.

Stage Two
03

30-Day Mentored Induction

Intensive training covering balance-sheet modeling, mutual fund analytics, IRDAI products, and client consultation communication frameworks.

Stage Three
04

Certification & Book Allocation

Complete your AMFI (ARN) licensing with firm sponsorship and step into managing your independent client relationship portfolio.

Stage Four
Advisor Spotlight

A Culture Built on Professional Growth & Purpose.

At Investosure, advisors don't chase weekly product sales quotas. They build lasting generational partnerships with client families backed by rigorous ongoing training.

14+ Years of Advisory Excellence

"Joining Investosure after banking transformed my entire perspective on finance. Instead of selling whatever product carries the highest corporate commission, I am empowered to operate as a true fiduciary. The training, mentorship from senior partners, and transparent career ladder have helped me build an independent book of over 120 client families."

VK
Vikas Kaushik
Senior Wealth Manager • Investosure Sonipat
Careers FAQ

Full-Time Career Questions

Frequently asked questions regarding recruitment, licensing support, and workplace culture.

Do I need prior AMFI or IRDAI certification to apply?
Prior certification is welcome but not mandatory. If you demonstrate strong communication, ethics, and analytical acumen, Investosure sponsors your AMFI (ARN) licensing examination and provides comprehensive preparatory material during your initial 30-day onboarding period.
How does Investosure's compensation structure work?
We offer a competitive, guaranteed monthly fixed CTC combined with transparent, performance-linked quarterly incentives based on client portfolio growth and client retention metrics. We strictly prohibit high-pressure commissions that might compromise fiduciary client advice.
What is the typical career progression trajectory?
New joiners typically advance from Financial Advisor to Senior Wealth Manager within 18 to 24 months based on demonstrated client stewardship and AUM development. Senior advisors are eligible for branch leadership roles, revenue participation, and mentorship leadership.
Where are the positions located?
Our primary operations are located at our Sonipat headquarters in Haryana and our branch office in Sector 63, Noida. Digital Marketing and Growth roles offer hybrid and remote flexibility.

Ready to Build a Career in Fiduciary Finance?

Send your profile to our recruitment board or connect directly with our branch advisory directors in Sonipat and Noida.

Submit Your Application
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