Financial Wealth Advisor (Advisory Team)

Jobgether; India; Hybrid; INR 3,000,000 - 6,000,000; Full time

Benefits offered by this job

Comprehensive medical benefits

Retirement benefits

Unlimited paid time off

Competitive industry payouts

Mentorship and collaboration

Growth opportunities in fintech

Flexible location - remote/hybrid

Job summary

Jobgether in India is seeking an experienced Financial Wealth Advisor (Advisory Team) to manage and grow an established book of business while delivering comprehensive wealth management services.

You will advise clients across investments, retirement, estate planning, insurance, and tax strategy, supporting a wide range of financial needs. The role blends relationship management with business development and mentoring opportunities.

Qualifications

• Proven ability to manage and grow an established book of business.
• Strong advisory skills across investments, retirement, estate planning, insurance, and tax strategy.
• Proactive business development and ongoing client prospecting.
• Strong client retention and organic book growth.
• Experience mentoring junior advisors and collaborating with teams.

Responsibilities

• Manage and grow an established book of business while delivering comprehensive wealth management services.
• Advise clients across investments, retirement planning, estate planning, insurance, tax strategy, and related financial planning needs.
• Transition existing client relationships onto the wealth management platform while maintaining continuity and a strong client experience.
• Prospect consistently for new clients through referrals, community engagement, professional networks, and direct outreach.
• Build and maintain long-term relationships with high-net-worth individuals and families, professionals, executives, nonprofits, and small business owners.
• Develop qualified business opportunities and maintain a consistent prospecting pipeline.
• Leverage technology and planning tools to deliver personalized and efficient client service.
• Collaborate with colleagues on complex client situations and contribute industry knowledge.
• Support mentoring of junior advisors as the practice grows.
• Contribute to a collaborative team environment with a long-term focus on client relationships.

Skills

Relationship management

Business development

Client advisory

Communication

Mentoring

Education

CFP/CFA/ChFC/AIF or equivalent designation

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Wealth Advisor (Advisory Team) based in India.

As a Financial Wealth Advisor, you will manage and grow an established book of business while delivering comprehensive, personalized wealth management services. You will advise clients across investments, retirement, estate planning, insurance, and tax strategy, supporting a wide range of financial needs. The role combines relationship management and business development, giving you the opportunity to deepen existing relationships while building a consistent pipeline of new opportunities. You will transition established client relationships onto a modern wealth management platform and ensure a smooth, high-quality onboarding experience. You will have access to technology, planning tools, operational support, and experienced leadership to help scale your practice efficiently. Collaboration and knowledge sharing are central to the role, with opportunities to contribute to complex client situations and mentor junior advisors. This is a flexible opportunity for an experienced advisor seeking to build long-term practice ownership while focusing more of their time on clients and growth.

Accountabilities

• Manage and grow an established book of business while delivering comprehensive wealth management services.
• Advise clients across investments, retirement planning, estate planning, insurance, tax strategy, and related financial planning needs.
• Transition existing client relationships onto the wealth management platform while maintaining continuity and a strong client experience.
• Prospect consistently for new clients through referrals, community engagement, professional networks, and direct outreach.
• Build and maintain long-term relationships with high-net-worth individuals and families, professionals, executives, nonprofits, and small business owners.
• Develop qualified business opportunities and maintain a consistent prospecting pipeline.
• Leverage technology, financial planning tools, and operational resources to deliver personalized and efficient client service.
• Collaborate with colleagues on complex client situations and contribute relevant institutional and industry knowledge.
• Support the development and mentoring of junior advisors as the practice grows.
• Contribute to a collaborative team environment with a long-term focus on practice and client relationship development.

Requirements

• Minimum $10–15M in assets under management (AUM) with transferable client relationships.
• Series 65 or Series 66 license required.
• Demonstrated track record of proactive business development and consistent client prospecting.
• Strong history of client retention and organic book growth.
• Broad experience across multiple client profiles and wealth planning disciplines.
• Strong knowledge of investments, retirement planning, estate planning, insurance, and tax strategy.
• Ability to build trusted, long-term relationships with sophisticated clients and diverse stakeholder groups.
• Collaborative working style with a long-term orientation toward practice ownership and growth.
• Strong communication, relationship management, and business development skills.
• CFP, CFA, ChFC, AIF, or another advanced professional designation is a plus.
• Experience serving nonprofits, 401(k) plans, executives, small business owners, or other specialized client segments is advantageous.
• Previous experience mentoring or developing junior advisors is a plus.
• Advisors managing $30M+ AUM who are seeking a more flexible and modern platform are also encouraged to apply.

Benefits

• Comprehensive medical benefits, including health and dental coverage and vision benefits.
• Retirement benefits, including 401(k) matching and Roth IRA options.
• Unlimited paid time off.
• Competitive industry payouts.
• Personalized support for transitioning existing client relationships.
• Operational and administrative assistance designed to reduce non-client-facing work.
• Access to technology and financial planning tools to support practice growth.
• Mentorship and collaboration with experienced wealth management professionals.
• Growth opportunities within a rapidly scaling fintech environment.
• Flexible location options supporting both remote and hybrid collaboration.
• Opportunity to retain and grow an established client book while developing new relationships.
• Support for long-term practice ownership and professional development.