Description
???? ???? ?? ??? ??? ?? ??? ???????'? ???????
?????? ?????: ?? ??????? - ?? ??????? (?? ??? ??-?? ???)

Experience: 5+ yrs
Location: Mumbai
Job Type: Full-time

We are looking for an experienced Principal Wealth Advisor to provide comprehensive, goal-based financial planning and wealth advisory services to high-value clients. The role focuses on understanding each client’s financial objectives, risk profile, current financial position, and long-term milestones to develop practical and personalised wealth strategies.
You will work across investment planning, retirement planning, tax and estate considerations, budgeting, debt management, and long-term wealth creation. The ideal candidate will combine solid financial planning expertise with excellent client-management skills and the ability to translate complex financial concepts into clear, actionable advice.

Requirements
Key Responsibilities
- Work closely with Wealth Advisors and the advisory team to deliver high-quality financial planning and wealth advisory services.




- Develop comprehensive financial plans covering investments, retirement, tax, estate planning, budgeting, debt management, and wealth creation.
- Assess clients’ financial positions, including income, expenses, assets, liabilities, cash flows, and investment portfolios.
- Evaluate client risk profiles, financial objectives, life goals, and key milestones when developing recommendations.
- Review and validate financial planning work prepared by Wealth Advisors to ensure accuracy, quality, and alignment with client requirements.
- Build and maintain trusted relationships with clients through regular communication and ongoing financial guidance.
- Understand clients’ changing financial circumstances and proactively identify relevant planning opportunities.
- Translate financial analysis and recommendations into clear, practical, and actionable strategies.
- Develop and implement action plans based on clients’ financial objectives and agree

📌 Principal Wealth Advisor (Mumbai)
🏢 Weekday AI
📍 Mumbai