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 prospect 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.
Positive 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