Wealth Advisor

As a Wealth Advisor at our organization, you will have the opportunity to work alongside India's top Financial Advisors and learn the strategies required to excel in the industry. Your role will involve making a tangible impact on people's lives by enhancing their financial well-being, which in turn contributes to their overall happiness. You will be entrusted with the responsibility of managing personalized portfolios for clients, ensuring that their financial objectives are met effectively. Operating from the bustling city of Bangalore, you will have the advantage of working in a hybrid model that offers flexibility in your working hours. Our emphasis on continuous learning and team bonding is reflected in our regular team offsites, providing you with the opportunity to grow both professionally and personally. You can rest assured that your ethical conduct and dedication to safeguarding clients" assets will be highly valued, allowing you to sleep peacefully every night. With a clientele base of 5000 individuals who entrust us with their financial well-being daily, you will have the chance to make a real difference in their lives. Your role will involve not only managing existing client relationships but also acquiring new clients through referrals and innovative marketing strategies. Additionally, representing our organization at various public and corporate events will be part of your responsibilities. To excel in this role, you should possess a postgraduate degree in any discipline, along with a minimum of 3 years of experience in the industry. Holding certifications such as Certified Financial Planner (CFPCM) and NISM X-A and X-B will be advantageous. Your ability to communicate effectively, simplify complex information, build strong relationships with clients, and analyze financial data will be key to your success as a Wealth Advisor. In return, we offer a conducive work environment that fosters growth and learning, competitive remuneration, and a culture grounded in ethics and people-centric values. By joining our team, you will have the opportunity to work in a high-impact role and contribute to our organization's upward trajectory. If you are ready to embrace new challenges, take calculated risks, and build meaningful relationships, we invite you to send your resume to careers@peakalpha.com and be a part of our dynamic team. We are committed to providing equal opportunities to all individuals, making us an inclusive and diverse workplace.,