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The Financialist
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Principal Wealth Advisor

Principal Wealth Advisor

The Financialist

0 - 1 years

2 - 3 Lacs

mumbai

Posted:4 hours ago| Platform:

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Skills Required

cfa level 2 wealth management financial planning financial analyst tax planning budgeting management advisory principal investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Provide end-to-end financial planning that helps individuals and families toward smarter financial decisions through personalized, goal-based planning.

About The Financialist

The Financialist is strategically backed by Zerodha. We are building India s best Personal Finance Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients best interests. Our subscription model is designed to align with clients income levels, making our services accessible to a broad audience.

Role Description:

The job entails being a part of the advisory team that provides 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 clients risk profile, goals, and milestones in mind. Principal 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.

Experience:

We re open to candidates across experience levels if you bring the right skills, mindset, and passion for the role, we d love to hear from you.

Roles Responsibilities:

Work with wealth advisors 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 clients risk profile.

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 providing 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.

Qualifications Requirements:

Academic background:

Work Experience:

Relevant work experience with wealth/ financial planning products 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 professional development

Principal Wealth Advisor Application

First Name *

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Email *

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LinkedIn URL *

CV/Resume Link

Current CTC

Expected CTC

What is your current notice periodIs it negotiable

Are you comfortable working from office in Kandivali *

Why do you want to work at The Financialist *

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Principal Wealth Advisor