About the Company: 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. What is the Company solving?Today, an individual faces the problem of managing her/his finances optimally. An individual today has two options, either to be highly educated about personal finances and opt for the DIY mode or approach distributors who are there to make a product sale and not advise an individual holistically.As much as every piece about personal finance is interrelated, the current solutions are pretty ad-hoc and don’t do the job optimally for the individual.At The Financialist, we are solving this problem statement for Indians and are a one stop solution to manage their finances holistically in the most unbiased manner. About the Role – Wealth AdvisorWhat are we looking for? The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. You'll be part of the wealth advisory team and will work with founding team members on building the company.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.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:Academic background:Chartered Accountant or Top Tier MBA (Optional)CFP/ CWM orCFA Level 2 cleared/ CFA Level 3 candidates (preferred) orCFA Level 1 candidates orBachelors/ Masters in a commerce/management field with relevant work experienceWork experience:Ability to operate in a team-oriented and collaborative environmentSelf-motivated, flexible, and adaptable in an ever-changing environmentExcellent interpersonal and communication skillsCommitment to personal and professional development Pay range and compensation package: 4-15 LPA
Job Title
Wealth Management Advisor