Principal Wealth Advisor

2 days ago

Mumbai, Maharashtra, 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 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

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