About The Financialist
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. 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.
Experience:
Open to All
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.
● 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 & Requirements:
Academic background:
Chartered Accountant or Top Tier MBA (Optional)
CFP/ CWM or
CFA Level 2 cleared/ CFA Level 3 candidates (preferred) or
CFA Level 1 candidates or
Bachelors/ Masters in a commerce/management field with relevant work experience
NISM XA & XB Certifications
Work Experience: