Company Description Since 2008, UWC Wealth Management has been enriching lives through the power of investing. As a trusted financial planning and advisory firm, we guide individuals and families toward financial confidence and long-term prosperity. Our approach is built on values of honesty, transparency, integrity, and ethics, which shape our recommendations and relationships. We prioritize understanding our clients’ needs, aspirations, and risk profiles to align our strategies with their goals. UWC Wealth Management provides personalized guidance for retirement planning, investment growth, and navigating personal financial goals. Role Description This is a full-time hybrid role for a Senior Financial Advisor, located in Indore with some work-from-home flexibility. The Senior Financial Advisor will be responsible for developing and implementing financial plans, advising clients on investments, and providing strategies for investment and retirement planning. Daily tasks will include performing financial assessments, creating customized planning strategies, managing client portfolios, and maintaining strong relationships with clients. Qualifications Proficiency in Financial Planning, Finance, and Financial Advisory Expertise in Investments and Retirement Planning Strong analytical and problem-solving skills Excellent written and verbal communication skills Ability to work both independently and as part of a team CFA, CFP, or other relevant certifications preferred Bachelor’s degree in Finance, Economics, Business, or related field Experience in wealth management or financial advisory services is a plus
As a Senior Financial Advisor at UWC Wealth Management, a trusted financial planning and advisory firm since 2008, you will play a crucial role in enriching the lives of individuals and families through the power of investing. Your responsibilities will include developing and implementing personalized financial plans, advising clients on investments, and providing strategies for investment and retirement planning. You will be expected to demonstrate proficiency in Financial Planning, Finance, and Financial Advisory, along with expertise in Investments and Retirement Planning. Strong analytical and problem-solving skills are essential for this role, as well as excellent written and verbal communication abilities. You should be able to work both independently and collaboratively as part of a team. The ideal candidate will hold a Bachelor's degree in Finance, Economics, Business, or a related field. Possessing certifications such as CFA, CFP, or other relevant credentials will be advantageous. Prior experience in wealth management or financial advisory services will be considered a plus. This is a full-time hybrid role based in Indore, offering some work-from-home flexibility. Your daily tasks will involve conducting financial assessments, designing customized planning strategies, managing client portfolios, and nurturing strong relationships with clients. If you are passionate about guiding individuals towards financial confidence and long-term prosperity, we welcome you to join our team at UWC Wealth Management.,