Principal Wealth Advisor

The Financialist; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

The Financialist in Mumbai seeks a Principal Wealth Advisor to deliver comprehensive financial planning aligned with clients' risk profiles and goals. You will lead a client-centric advisory posture, coordinating with a skilled team to craft investments, retirement, and tax strategies.

Ideal candidates have 5–10 years in wealth management, CPA or finance credentials, and strong interpersonal skills to educate and guide clients through complex financial decisions.

Qualifications

• Chartered Accountant or Masters in Finance.
• CFP/CWM or
• Relevant 5–10 years of wealth/financial planning experience.
• Proven ability to work in a collaborative, team-oriented environment.
• Excellent interpersonal and communication skills.

Responsibilities

• Collaborate with advisory team to create personalized financial plans covering investments, retirement, estate and tax planning.
• Analyse clients' financial situations including income, assets and liabilities.
• Manage client relationships and provide holistic wealth solutions.
• Implement action plans aligned with the financial plan and client goals.
• Provide ongoing support to clients throughout the year.
• Work with Wealth Advisors to execute operations.

Skills

Interpersonal skills

Communication

Team collaboration

Education

Chartered Accountant

Masters in Finance

CFP/CWM

Job description

Company Description:

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.

• 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.
• Work with Wealth Advisors to execute the operations.

Qualifications & Requirements:

Academic background:

• Chartered Accountant or Masters in Finance
• CFP/ CWM or

Work Experience:

• Relevant work experience of 5-10 years with wealth / financial planning 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.