Personal Financial Advisor (Private Wealth)

Aqusag, LLC.; India; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Aqusag, LLC. is seeking a Personal Financial Advisor (Private Wealth) in India, focusing on AI-assisted financial planning. You will deliver tailored financial guidance for high-net-worth clients, enhance AI systems supporting financial wellness, and ensure regulatory compliance in all client interactions. The ideal candidate has experience in personal financial advisory and holds a Certified Financial Planner (CFP) designation. This role offers a unique opportunity to shape the future of financial advisory in a remote setting.

Qualifications

• 1+ years of hands-on experience in personal financial advisory or private wealth management.
• Proven track record at respected institutions is preferable.
• Deep understanding of investment planning and tax-aware financial strategies.
• Certified Financial Planner (CFP) designation is required.

Responsibilities

• Deliver tailored financial guidance on budgeting, investment strategies, and debt management.
• Evaluate client scenarios and provide expert feedback for AI financial planning tools.
• Communicate complex financial concepts clearly to clients and technical teams.
• Help clients build practical, long-term financial plans.
• Uphold regulatory compliance in client interactions.
• Build trust with client-centric advice.

Skills

Financial planning

Investment management

Retirement planning

Tax-aware strategies

Client relationship management

Communication

Regulatory compliance

High-net-worth client advising

Judgment and decision-making

Certified financial planner (cfp)

Job description

Noida , India

Experience: 1+ years
Job Type: Full-time (Contractual / Freelancing)
Location: Remote
Required Skills:Financial planning, Investment management, Retirement planning, Tax-aware strategies, Client relationship management, Communication, Regulatory compliance, High-net-worth client advising, Judgment and decision-making, Certified financial planner (cfp)

Job Summary:

Join ourteam as a Personal Financial Advisor (Private Wealth) and help shape the next generation of AI-assisted financial planning. Leverage your expertise in private wealth management to review realistic client scenarios, provide actionable financial advice, and enhance the capabilities of AI systems that support advisors and clients in achieving financial wellness.

Key Responsibilities:

• Deliver tailored financial guidance on budgeting, investment strategies, retirement planning, and debt management for high-net-worth individuals.
• Evaluate client scenarios and provide expert feedback to support the development of advanced AI financial planning tools.
• Communicate complex financial concepts clearly and concisely to both clients and technical teams.
• Help clients build and execute practical, long-term financial plans aligned with both immediate needs and future goals.
• Uphold industry standards and regulatory compliance in all client interactions and recommendations.
• Build trust by offering high-quality, thoughtful, and client-centric advice that drives meaningful financial outcomes.
• Contribute insights and expertise to refine and advance AI-driven solutions for financial planning.

Required Skills and Qualifications:

• Several years of hands-on experience in personal financial advisory or private wealth management, preferably with mass affluent or high-net-worth clients.
• Proven track record at respected institutions such as Schwab Private Client, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, or Chase Private Banking.
• Deep understanding of investment planning, retirement vehicles (401k, IRA), and tax-aware financial strategies.
• Exceptional judgment and decision-making skills in client advisory contexts.
• Outstanding written and verbal communication abilities.
• Certified Financial Planner (CFP) designation required.
• Expertise in client relationship management and regulatory compliance.

Preferred Qualifications:

• Direct experience advising individual clients, not solely institutions.
• Exposure to AI-driven financial planning platforms or technology-enabled advisory roles.
• Demonstrated ability to provide feedback and insights that improve client and advisor solutions.