Job Title

Company DescriptionDhan Saarthi is an investing platform dedicated to putting its clients first. The company is focused on bridging the trust and guidance gap in personal finance by providing personalized, client-centric financial solutions. Dhan Saarthi believes in empowering investors with the tools and resources needed to make informed decisions. Its mission is to support clients in achieving their financial goals efficiently and confidently.Role DescriptionThis is a full-time remote role for a Wealth Manager or Senior Wealth Manager. The selected candidate will be responsible for providing financial planning and investment management services, designing tailored investment strategies, and assisting clients in achieving their financial objectives. Day-to-day tasks include managing client portfolios, analyzing financial markets, offering personalized advice on financial products like insurance, and ensuring client satisfaction through regular communication and updates.Qualifications- Expertise in Financial Planning and Finance to design and execute client-specific financial strategies - Strong understanding of Investment Management and Investments to effectively manage and optimize client portfolios - Knowledge of Insurance products to provide clients with comprehensive financial security - Excellent communication and interpersonal skills to build lasting relationships with clients - Demonstrated ability to work independently and manage multiple client accounts effectively - Relevant certifications such as CFP, CFA, or equivalent are preferred - Bachelor’s degree in Finance, Economics, Business, or a related field