- We're looking for a motivated and client-focused Financial Advisor to join our team in Fort, Mumbai.
- In this role, youll work closely with High Net Worth Individuals (HNI) to understand their financial goals and design personalized strategies that help them grow and protect their wealth.
- Youll be part of a dynamic team that values trust, integrity, and client success above all.
- If youre passionate about personal finance and enjoy helping people make smart financial decisions, this could be the perfect opportunity to grow your career.

Job Responsibilities

- Meet and build long-term relationships with HNI clients to understand their goals and financial priorities.
- Develop customized financial plans covering investments, insurance, taxation, and retirement strategies.
- Review and refine client portfolios to align with changing goals or market conditions.
- Present financial concepts clearly, helping clients make confident and informed decisions.
- Stay updated with market trends, financial products, and compliance regulations.




- Collaborate with the internal team to ensure an exceptional client experience.

Requirements

- 1. Certified Financial Planner (CFP) certification (mandatory or currently pursuing).
- 2. Minimum 1 year of experience in financial planning, wealth management, or investment advisory preferred.
- 3. Freshers with robust communication skills and a passion for finance are also welcome to apply.
- 4. Bachelors degree in Finance, Commerce, Economics, or a related field.
- 5. Excellent interpersonal and client-handling skills, especially with HNI clients.
- 6. Knowledge of mutual funds, insurance, tax planning, and retirement solutions.
- 7. Proficiency in MS Office and financial planning tools.
- Good to Have
- 1. Prior internship or exposure to financial planning, banking, or investment advisory.
- 2. NISM/AMFI certification.
- 3. Familiarity with tools like XPlan, eMoney, or similar.

📌 Financial Advisor (Maharashtra)
🏢 Sykes & Ray Equities (I
📍 Maharashtra