Financial Advisor

MountWealth Solutions; Hyderabad; Hybrid; INR 551,000 - 1,378,000; Part time

Job summary

MountWealth Solutions is seeking a part-time Financial Advisor to join our hybrid team in India. You will meet clients to understand goals, assess finances, and craft personalized plans focused on wealth growth and risk management.

Responsibilities include analyzing investments, recommending retirement strategies, preparing clear advisory reports, and ensuring regulatory compliance. Strong communication and analytical skills, plus a finance-related degree or CFP considered an advantage.

Qualifications

• Strong financial planning and advisory capabilities.
• Solid finance and investments knowledge to analyze portfolios.
• Experience in retirement planning to build client security.

Responsibilities

• Meet clients to understand goals and develop plans.
• Analyze investments and recommend retirement strategies.
• Prepare advisory reports and maintain client records.
• Ensure compliance with regulations.

Skills

Financial planning

Financial advisory

Retirement planning

Analytical skills

Communication skills

Finance knowledge

CFP certification

Education

Bachelor's degree in finance

Tools

Investment tools

Job description

Company Description

MountWealth Solutions is a financial services firm focused on helping individuals and families build, protect, and manage wealth through tailored advisory solutions. The organization emphasizes ethical practices, transparent communication, and long-term client relationships. Team members collaborate to deliver practical financial strategies that align with clients’ personal goals and risk preferences. The firm values continuous learning and professional development, encouraging advisors to stay current with evolving financial markets and regulations.

Role Description

This part-time Financial Advisor role at MountWealth Solutions is a hybrid position based in Karnataka, India, with a mix of in-office and work-from-home responsibilities. The Financial Advisor will meet with clients to understand their financial goals, assess their current financial situation, and develop personalized financial plans. Day-to-day tasks include analyzing investment options, recommending strategies for retirement planning and wealth management, and reviewing portfolios to ensure alignment with client objectives and market conditions. The role also involves preparing clear advisory reports, maintaining accurate client records, and following regulatory and compliance guidelines. The Financial Advisor will collaborate with internal teams, participate in periodic client reviews, and use digital tools to communicate and deliver advisory services efficiently.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills to design and present tailored financial strategies.
• Candidates should possess a solid understanding of Finance and Investments to analyze portfolios and recommend suitable products.
• Candidates should possess expertise in Retirement Planning to help clients prepare for long-term financial security.
• Candidates should possess strong analytical, quantitative, and problem-solving abilities.
• Candidates should possess excellent communication and interpersonal skills to build trust and explain complex concepts clearly.
• Relevant academic background in finance, economics, business, or a related field; professional certifications (such as CFP or equivalent) are an advantage.
• Ability to work effectively in a hybrid environment, manage time independently, and adhere to regulatory and ethical standards.
• Prior experience in financial advisory, wealth management, or related roles is preferred but not strictly required for highly motivated candidates with strong foundational skills.