Wealth Advisor

As a Wealth Advisor at our organization, you will have the opportunity to work with India's top Financial Advisors and contribute to transforming people's lives by ensuring their financial health and happiness. **Key Responsibilities:** - Creating and managing tailor-made portfolios for clients to meet their financial needs - Providing timely and sound financial advice to maximize client benefits - Ensuring active client engagement and participation in financial planning - Generating revenues by aligning financial instruments with clients" goals - Acquiring new clients through referrals and innovative marketing initiatives - Representing the organization in public and corporate-sponsored events **Qualifications:** - Postgraduate in any discipline - Minimum 3 years of industry experience - Certified Financial Planner (CFPCM) or certifications in NISM X-A and X-B **Required Skills:** - Excellent communication, interpersonal, and listening skills - Capability to explain complex information in a simple manner - Ability to network and establish relationships with clients - Research and analytical skills - Negotiation and influencing skills - Determination, tenacity, and strong entrepreneurial drive - Willingness to try new ideas and take calculated risks - Ability to engage with people and build deep relationships In addition to the above, you will benefit from growth and learning opportunities, flexible work hours, a culture high on ethics and people focus, competitive remuneration, and incentive structure. Join us in Bangalore to work in a high-impact role and be part of our high-growth trajectory. Send your resumes to careers@peakalpha.com and seize this opportunity to work with the best in the industry. We are an Equal opportunity employer.,