Wealth Advisor

The Financialist; India; On-site; INR 400,000 - 700,000; Full time

Job summary

The Financialist, backed by Zerodha, is building India’s leading Personal Finance & Wealth Management platform, offering unbiased advice with a strict No Commission, No Brokerage policy. We provide comprehensive financial planning through an accessible subscription model designed to fit various income levels.

Join our advisory team to craft personalized financial plans, assess risk, and guide clients through retirement, education, estate, and tax planning.

Qualifications

• Chartered Accountant or MBA (optional) required for advanced advisory track.
• CFP or CWM certification desirable for holistic financial planning.
• CFA Level 1 candidates may be considered for growth track.
• Bachelors/Masters in commerce or management with relevant work experience.
• NISM XA & XB certifications to meet regulatory standards.

Responsibilities

• Collaborate with advisory team to tailor financial plans for investment, retirement and tax goals.
• Analyze clients' financial situations including income, assets, liabilities, and portfolios.
• Partner with the Principal Wealth Advisor to manage client relationships and deliver holistic solutions.
• Translate financial plans into actionable steps aligned with clients’ goals.
• Provide ongoing support to clients throughout the year and address inquiries.

Education

Chartered Accountant or MBA (Optional)

CFP / CWM

CFA Level 1 candidates

Commerce/Management degree with experience

NISM XA & XB certifications

Job 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. 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:

Open to All

• 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.
• Take joint responsibility with the Principal Wealth Advisor 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, addressing any questions, concerns, or inquiries they may have.

Qualifications & Requirements:

Academic background:

• Chartered Accountant or Top Tier MBA (Optional)
• CFP/ CWM or
• CFA Level 1 candidates or
• Bachelors/ Masters in a commerce/management field with relevant work experience
• NISM XA & XB Certifications

Work Experience:

• 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