Financial Advisor Women Investors (Team Lead)

As an integral part of LXME, you will be instrumental in transforming the way women in India interact with finances. We are dedicated to empowering Indian women through education, access, and community support. Your role as a woman financial advisor will involve leading a team that caters to a diverse range of women investors, including young professionals, homemakers, mompreneurs, and retiring women. This position goes beyond traditional financial advisory; it is about inspiring financial confidence in every Indian woman. Your primary responsibilities will include guiding and nurturing a team of financial advisors to provide personalized financial planning that is easy to understand and tailored to women across different life stages and income brackets. You will need to grasp the distinct financial requirements of various groups, such as Gen Z, millennials, gig workers, salaried professionals, entrepreneurs, and homemakers. Crafting engagement strategies specific to each cohort, including personalized investment paths, content, webinars, and resources, will be crucial. Staying abreast of investment products, market trends, tax regulations, and compliance updates to deliver informed and relevant advice is essential. Collaborating with the marketing and product teams to develop offerings and campaigns tailored to different cohorts will be part of your role. Upholding high standards of customer trust, empathy, and compliance is paramount. As an ideal candidate, you are a dedicated female finance professional with 7-10 years of experience in wealth management, investment advisory, or personal finance. Possessing certifications like CFP, CFA, or SEBI RIA is a plus. Your proven ability in leading teams and providing customer-centric financial planning is essential. Understanding the financial behaviors, obstacles, and motivations of women is a key strength. Effective communication, coaching, and relationship-building skills are necessary. You are driven by a sense of purpose, yet you are also analytical and results-oriented. Comfort with digital tools and platforms is expected. Join us in our mission to revolutionize the financial landscape for Indian women. You will be part of a supportive and inclusive environment that fosters learning, leadership, and growth. Working with a passionate team, you will have the opportunity to make a tangible impact and drive positive change. If you are a woman who believes in the power of money and is ready to empower other women in claiming it, we invite you to be a part of our team.,