The Financialist - Principal Wealth Advisor (0-5 yrs)

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.

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 - Principal Wealth Advisor :

What 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.

Job 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.

Role and Responsibilities :

- Work with wealth advisors (junior team members) to execute the operations.

- 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, addressing any questions.

Qualifications and Requirements :

Academic background :

i. Chartered Accountant or Top Tier MBA (Mandatory) And

ii. CFP/CWM or

iii. CFA Level 2 cleared/CFA Level 3 candidates

Work experience :

- Relevant work experience with wealth/financial planning products 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