About this role
๐ง๐ต๐ถ๐ ๐ฟ๐ผ๐น๐ฒ ๐ถ๐ ๐ณ๐ผ๐ฟ ๐ผ๐ป๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ๐ฑ๐ฎ๐'๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐
๐ฆ๐ฎ๐น๐ฎ๐ฟ๐ ๐ฟ๐ฎ๐ป๐ด๐ฒ: โน10,00,000 โ โน50,00,000 (i.e., INR 10โ50 LPA)
Experience: 3+ yrs
Location: Mumbai
Job Type: Full-time
We are looking for an experienced Principal Wealth Advisor to provide comprehensive, goal-based financial planning and wealth advisory services to high-value clients. The role focuses on understanding each clientโs 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.
Requirements
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ROLES & RESPONSIBILITIES
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Work with Wealth Advisors to execute advisory operations.
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Collaborate with the advisory team to prepare financial plans covering investments, retirement, estate and tax planning, based on each clientโs risk profile.
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Review clientsโ income, expenses, assets, liabilities and investment portfolios. This includes reviewing work completed by Wealth Advisors.
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Manage client relationships, understand their financial needs and provide holistic solutions.
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Implement action plans based on clientsโ financial plans and objectives.
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Support clients throughout the year.
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QUALIFICATIONS & REQUIREMENTS
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Academic background
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Chartered Accountant or top-tier MBA (mandatory), together with one of the following:
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CFP or CWM; or
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CFA Level 2 cleared / CFA Level 3 candidate.
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Work experience
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Relevant experience in wealth management, financial planning products or a client-facing wealth role.
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Comfortable working in a collaborative, team-oriented environment.
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Self-motivated, flexible and adaptable.
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Strong interpersonal and communication skills.
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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