Principal Wealth Advisor

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.

Roles & Responsibilities:

● 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 Top Tier MBA (Mandatory) And  
• CFP/ CWM or 
• CFA Level 2 cleared/ CFA Level 3 candidates 

Work Experience:

● Relevant work experience 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.