Principal Wealth Advisors - Financial Services - CFA/CA

Principal Wealth Advisors - Financial Services

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.

- 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.

Role and Responsibilities:

- Be an integral member of our advisory team, providing financial planning, investment advisory services, tax planning and other ancillary services comprehensively to an individual client base of all ages and stages of wealth.

- Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation.

- Monitor market performance to develop and deliver investment advice and strategies accordingly.

- Execute accurate reporting, enabling you to look over options and make financial recommendations.

- Comply with financial and legal requirements by studying existing and new legislation and maintaining compliance with the SEBI regulations. (NISM X-A & X-B).

Qualifications and Requirements:

- Chartered Accountant or CFA Charter holder.

- Bachelors/ Masters in a Commerce field.

- 3 to 5 years of experience in the financial services industry.

- Proven research and analytical capabilities with the ability to produce high quality,

- Detail-orientated work.

- Original and independent thinker.

- Ability to operate in a team-oriented and collaborative environment.

- Exercises good judgment coupled with the ability to make decisions quickly.

- Excellent analytical and interpersonal skills.

- Self-motivated, flexible, and adaptable in an ever-changing environment.