Principal Wealth Advisor

2 months ago

Mumbai, India The Financialist Full time

What are we looking for? 


The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. You'll be part of the founding team and work with other founding team members on building the company. 


Job description:

The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the client's risk profile, goals, and milestones. Financial advisors assess a client’s financial needs, including retirement, saving for college, home buying, charitable donations, budgeting, debt reduction, or generating income.


Roles and Responsibilities: 

  • Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth. 
  • Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation. 
  • Monitor market performance to develop and deliver investment advice and strategies accordingly. 
  • Execute accurate reporting, enabling you to look over options and make financial recommendations. 
  • Comply with financial and legal requirements by studying existing and new legislation and maintaining compliance with the SEBI regulations. (NISM X-A & X-B)


Qualifications: 

  • CA with CFA Level 2/3 cleared candidates are preferred. 
  • Bachelors/ Masters in a Commerce field. 
  • 3 to 5 years of experience in the financial services industry. 
  • Proven research and analytical capabilities with the ability to produce high quality, detail orientated work. 
  • Original and independent thinker. 
  • Ability to operate in a team-oriented and collaborative environment. 
  • Exercises good judgment coupled with the ability to make decisions quickly. 
  • Excellent analytical and interpersonal skills. 
  • Self-motivated, flexible, and adaptable in an ever-changing environment. 


Remuneration : 

  • As per Industry standards

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