Wealth Management Professional
3 weeks ago
Wealthy - Unlock Your Potential
As a Senior Financial Advisor - Growth Opportunity at Wealthy, you will play a pivotal role in shaping the future of our clients' financial lives. With a strong focus on entrepreneurial mindset and a client-centric approach, you will be empowered to deliver the best solutions to our clients.
What We Offer
- A dynamic and supportive work environment that fosters growth and development.
- Opportunities to align the goals of our Wealth Partners with those of our clients.
- A cutting-edge wealth management platform with over 100 products to offer.
About Us
Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand. In the last five years, we have built a robust platform, added value to our clients, and earned their trust.
Requirements
- Preferably 5+ years of experience in selling financial products.
- Experience in banks, securities, or wealth management firms.
- An entrepreneurial mindset with a strong client network.
Job Summary
- Acquiring and onboarding new clients on the Wealthy platform.
- Managing client portfolios and driving business goals.
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