Principal Wealth Advisor

The Financialist; India; Presencial; INR 1.500.000 - 2.700.000; Jornada completa

Descripción de la vacante

The Financialist, backed by Zerodha, is building India’s leading Personal Finance & Wealth Management platform. We seek a Principal Wealth Advisor to join the advisory team and deliver comprehensive financial planning aligned with clients’ risk profiles, goals, and milestones.

Role focuses on collaborating with wealth advisors to tailor plans across investment, retirement, estate and tax planning, while supporting clients year-round.

Formación

• Relevant wealth/financial planning experience preferred.
• Strong teamwork and collaboration abilities.
• Excellent communication and interpersonal skills.
• Commitment to ongoing professional development.

Responsabilidades

• Work with wealth advisors to execute operations.
• Collaborate with the advisory team to craft personalized financial plans.
• Analyze clients' finances including income, expenses, assets and liabilities.
• Assist Principal Wealth Advisor in managing client relationships and needs.
• Implement action plans aligned with each client’s financial plan.
• Provide ongoing support to clients throughout the year.

Educación

Chartered Accountant

Top Tier MBA

CFP

CWM

Descripción del empleo

The Financialist is strategically backed by Zerodha. We are building India’s best Personal Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients' financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients' best interests. Our subscription model is designed to align with clients' income levels, making our services accessible to a broad audience.

Role Description:

The job entails being a part of the advisory team that provides comprehensive financial planning to clients regarding their overall financial well-being needs. The advice should be coherent with the principles of financial planning, keeping the client's risk profile, goals, and milestones in mind. Principal wealth advisors assess a client’s financial needs, including retirement, saving for education, home buying, vacation planning, budgeting, debt reduction, or wealth maximization among other goals.

Experience:

We’re open to candidates across experience levels — if you bring the right skills, mindset, and passion for the role, we’d love to hear from you.

• Work with wealth advisors to execute the operations.
• Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile.
• Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors.
• The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. Implement action plans in coherence with the financial plan of the clients to achieve financial objectives.
• Offer continuous support to the clients throughout the year.

Qualifications & Requirements:

Academic background:

Chartered Accountant or Top Tier MBA (Mandatory) And

CFP/ CWM or

Work Experience:

• Relevant work experience with wealth/ financial planning products or in client-facing wealth management
• Ability to operate in a team-oriented and collaborative environment
• Self-motivated, flexible, and adaptable in an ever-changing environment
• Excellent interpersonal and communication skills
• Commitment to personal and professional development