Principal Wealth Advisor

14 hours ago

Mumbai, Maharashtra, India The Financialist Full time ₹ 12,00,000 - ₹ 36,00,000 per year

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 wealth advisory team and will work with founding team members on building the company.

Job Description :

The job entails being a part of the advisory team that vides comprehensive financial planning to clients regarding their overall financial well-being needs. The advice should be coherent with the principles of financial planning, keeping the client's risk file, goals, and milestones in mind. Wealth advisors assess a client's financial needs, including retirement, saving for education, home buying, vacation planning, budgeting, debt reduction, or wealth maximization among other goals.

Role and Responsibilities :

  • Work with wealth advisors (junior team members) to execute the operations.

  • Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk file.

  • Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors.

  • The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs, and viding holistic solutions.

  • Implement action plans in coherence with the financial plan of the clients to achieve financial objectives.

  • Offer continuous support to the clients throughout the year, addressing any questions.

Qualifications and Requirements :

Academic background :

i. Chartered Accountant or Top Tier MBA (Mandatory) And

ii. CFP/CWM or

iii. CFA Level 2 cleared/CFA Level 3 candidates

Work experience :

  • Relevant work experience with wealth/financial planning ducts or in client-facing wealth management

  • Ability to operate in a team-oriented and collaborative environment

  • Self-motivated, flexible, and adaptable in an ever-changing environment

  • Excellent interpersonal and communication skills

  • Commitment to personal and fessional development

  • Principal Wealth Advisor

    24 hours ago

    Mumbai, Maharashtra, India The Financialist Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial...

  • Wealth Advisor

    18 hours ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Services Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Wealth Advisor Role Responsibilities: • Advise clients on investment opportunities in equity space. • Develop tailored wealth management strategies aligned with client goals & risk appetite. • Analyze financial data and deliver actionable insights. • Build and maintain long-term client relationships. Qualifications: • Strong...

  • Wealth Advisor

    3 days ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company Profile:As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

  • Content Writer

    3 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

  • Private Wealth Manager

    6 days ago

    Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Position: Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management team. This role...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    3 weeks ago

    Mumbai, Maharashtra, India, Maharashtra SMIFS Wealth Management Ltd Full time

    Position: AVP/Senior Wealth Advisor – HNI/UHNI Segment Location: Mumbai, India Experience: 3–15 years in Wealth/Private Banking/Investment Advisory CTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India RK Hr Management Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Looking for an Investment Advisor to acquire HNWIs/retail clients, offer tailored investment solutions, manage portfolios, achieve sales targets, and ensure SEBI compliance. Experience in wealth management, financial advisory, and client relationship Required Candidate profileStrong knowledge of financial products, markets & wealth strategies. Skilled in...

  • Wealth Management Advisor

    1 week ago

    Mumbai, Maharashtra, India ProHreach Hiring Solution Full time ₹ 40,00,000 - ₹ 50,00,000 per year

    Job Title: Senior Relationship Manager- Wealth Management SolutionsLocation: Mumbai - (with Travel)Role Overview:We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs,...

  • Wealth Management Analyst

    1 week ago

    Mumbai, Maharashtra, India JPMorganChase Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    JOB DESCRIPTIONJoin our dynamic team as a Goals-based Planning Analyst, where you'll leverage J.P. Morgan's cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If you're passionate...

  • Content Writer

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Overview:We are seeking a skilledContent Writerwith a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...