Principal Wealth Advisor

Weekday AI; Mumbai; On-site; INR 1,000,000 - 5,000,000; Full time

Job summary

Weekday AI is seeking a Principal Wealth Advisor in Mumbai to deliver goal-based financial planning and personalised wealth strategies for high-value clients. You will understand clients' objectives, risk profiles, and current financial positions to craft actionable plans.

The role covers investments, retirement, tax and estate planning, budgeting, debt management, and long-term wealth creation, with emphasis on clear, client-friendly guidance.

Qualifications

• Chartered Accountant or top-tier MBA (mandatory) with CFP or CWM; CFA Level 2/3 candidate.
• Relevant wealth management & client-facing experience.
• Strong interpersonal and communication skills.

Responsibilities

• Collaborate with Wealth Advisors to execute advisory operations.
• Prepare financial plans covering investments, retirement, estate and tax planning.
• Review clients' income, expenses, assets, liabilities and portfolios.
• Manage client relationships and provide holistic solutions.
• Implement action plans based on clients' plans and objectives.
• Support clients throughout the year.

Skills

Interpersonal skills

Communication skills

Team collaboration

Self-motivated

Education

Chartered Accountant or MBA (mandatory) with CFP or CWM; CFA Level 2/3 candidate

Job description

This role is for one of the Weekly's clients

Salary range: ₹10,00,000 – ₹50,00,000 (i.e., INR 10–50 LPA)

Experience: 3+ yrs

Location: Mumbai

Job Type: Full-time

We are looking for an experiencedPrincipal Wealth Advisorto provide comprehensive, goal-based financial planning and wealth advisory services to high-value clients. The role focuses on understanding each client’s financial objectives, risk profile, current financial position, and long-term milestones to develop practical and personalised wealth strategies.

You will work across investment planning, retirement planning, tax and estate considerations, budgeting, debt management, and long-term wealth creation. The ideal candidate will combine strong financial planning expertise with excellent client-management skills and the ability to translate complex financial concepts into clear, actionable advice.

ROLES & RESPONSIBILITIES

• Work with Wealth Advisors to execute advisory operations.
• Collaborate with the advisory team to prepare financial plans covering investments, retirement, estate and tax planning, based on each client’s risk profile.
• Review clients’ income, expenses, assets, liabilities and investment portfolios. This includes reviewing work completed by Wealth Advisors.
• Manage client relationships, understand their financial needs and provide holistic solutions.
• Implement action plans based on clients’ financial plans and objectives.
• Support clients throughout the year.

QUALIFICATIONS & REQUIREMENTS

Academic background

• Chartered Accountant or top-tier MBA (mandatory), together with one of the following:
• • CFP or CWM; or
  • CFA Level 2 cleared / CFA Level 3 candidate.

Work experience

• Relevant experience in wealth management, financial planning products or a client-facing wealth role.
• Comfortable working in a collaborative, team-oriented environment.
• Self-motivated, flexible and adaptable.
• Strong interpersonal and communication skills.
• Committed to personal and professional development.

LOCATION

Full-time role based in Mumbai. Candidates should be comfortable working from the Andheri office.

Must-have skills

Personal Financial Planning

Good-to-have skills

Financial planner, financial advisory