Wealth Advisor

Company Description

Founded in 2004 by Mr. Vijay Kedia, Kedia Capital Services Private Limited is a leading Stock Broking Company in India with over 25 years of expertise in the capital markets. As a SEBI Registered Investment Advisor, the company offers a range of financial products and services, including equities, derivatives, commodities, currencies, and mutual funds. Kedia Capital is recognized as the 1st Unified Licensed Stock Broker in India, combining trading and investment under a single account and margin. With membership across NSE, BSE, MCX, NCDEX, ICEX, and CDSL, the company provides a user-friendly multi-asset trading platform and advisory-backed mobile application for seamless investing and wealth management solutions.

Role Description

This is a full-time, on-site role for a Wealth Advisor, based in Kotwali. The Wealth Advisor will be responsible for providing personalized financial planning and investment advice, developing and maintaining strong relationships with clients, and guiding them toward achieving their financial goals. Day-to-day tasks include assessing clients’ financial situations, recommending appropriate investment portfolios, staying updated with market trends, and ensuring regulatory compliance to deliver true value and trust to clients.

Qualifications

• Understanding of financial products such as equities, derivatives, commodities, currencies, and mutual funds
• Proficiency in financial planning, investment strategy development, and wealth management
• Strong communication, relationship-building, and interpersonal skills
• Ability to analyze market trends and data for creating tailored investment solutions
• Proficiency in using trading platforms and digital advisory tools
• Bachelor’s degree in Finance, Economics, or a related field (a master’s degree or relevant certification such as CFP, NISM, or CFA is advantageous)
• Previous experience in financial advisory, investment, or stock broking services is preferred
• Commitment to upholding SEBI regulations and compliance requirements