Company Description Pinnacle Elite Consultancy is a growing financial services firm focused on delivering personalized advisory solutions for individuals and families. The company emphasizes long-term client relationships, tailored financial strategies, and ethical practices. Team members collaborate to help clients build, protect, and manage wealth through structured planning and disciplined execution.

Pinnacle Elite

Consultancy values continuous learning, professional development, and a results-oriented yet supportive work environment.

Role Description This is a full-time Financial Advisor role based in Mumbai with a hybrid work arrangement, combining on-site client engagement with some work-from-home flexibility.

The Financial

Advisor will meet with clients to assess their financial goals, analyze current financial situations, and develop comprehensive financial plans. Daily activities include advising on investments, retirement planning, insurance needs, and overall wealth management while ensuring recommendations align with regulatory and compliance standards. The role involves preparing and presenting financial proposals, monitoring portfolio performance, adjusting strategies as needed, and maintaining clear records of client interactions.

The Financial

Advisor will also engage in prospecting, networking,



and relationship management to grow the client base and contribute to the firm’s long-term success.

Qualifications

- Strong skills in Financial Planning and Financial Advisory to design and deliver tailored financial strategies for clients.
- Solid understanding of Finance and Investments to analyze portfolios, recommend suitable products, and manage risk effectively.
- Expertise in Retirement Planning to help clients build long-term, sustainable income strategies for their post-retirement years.
- Relevant academic background in finance, economics, business, or a related field; skilled certifications (e.g., CFP, CFA, NISM) are an advantage.
- Ability to explain complex financial concepts in clear, client-friendly language and build trusting, long-term relationships.
- Strong analytical, numeracy, and problem-solving skills, with attention to detail and adherence to regulatory and compliance requirements.
- Proficiency with financial planning tools, spreadsheets, and CRM software; comfort working in both in-office and remote settings.
- Self-motivated, goal-oriented mindset with the capacity to manage multiple client relationships and meet performance targets responsibly.

📌 Financial Advisor (Mumbai)
🏢 Pinnacle Elite Consultancy
📍 Mumbai