About this role
𝗧𝗵𝗶𝘀 𝗿𝗼𝗹𝗲 𝗶𝘀 𝗳𝗼𝗿 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸𝗱𝗮𝘆'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 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 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.
Requirements
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