Financial Advisor

Samarth Wealth Management; India; Presencial; INR 9.634.000 - 13.969.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully Paid Medical Plan

Dental

Vision

Life and AD&D

Long-Term Disability

Short-Term Disability

FSA

401(k) match

Traditional and Roth 401(k)

Descripción de la vacante

Samarth Wealth Management in India seeks a seasoned wealth management professional to serve as the primary client contact and drive comprehensive financial planning and portfolio management. The role offers specialization in areas such as investments, financial planning, or business development.

You will review client investments and objectives, delivering tailored portfolios within firm guidelines and collaborating across departments to shape business strategy.

Formación

• 3+ years of wealth management experience with demonstrated ability to manage client relationships.
• CFP or CFA designation preferred or having passed the exam.
• Bachelor's degree from an accredited university.
• Detail-oriented and highly organized.
• Of the highest integrity.

Responsabilidades

• Serve as the first point of contact for team’s clients.
• Drive clients’ financial planning strategies and portfolio management with a comprehensive approach including investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
• Opportunity to specialize in: Investments, Financial Planning, or Business Development.
• Collaborate cross-departmentally to drive business strategies.

Conocimientos

Client relationship management

Attention to detail

Integrity

Educación

Bachelor's degree from an accredited university

CFP® or CFA designation preferred

Descripción del empleo

• Serve as the first point of contact for a number of the team’s clients.
• Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
• Opportunity to specialize in a technical area including but not limited to:
• Investments: participate on the firm’s investment committee and cover a segment of the investment universe.
• Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert.
• Business Development: Work cross-departmentally to drive business strategies.

Qualifications:

• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships
• Either the CFP® or CFA designation, or having passed the exam for the designation, is preferred
• Bachelors’ degree from an accredited university
• Detail-oriented and highly organized
• Of the highest integrity

Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.

Generous benefits include:

• Fully Paid Medical Plan (with no in-network co-pays or deductibles)
• Dental
• Vision
• Life and AD & D
• Long-Term Disability
• Short-Term Disability
• FSA
• Generous 401(k) match
• Traditional and Roth 401(k)