This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Wealth Advisor (Advisory Team) based in India.

As a Financial Wealth Advisor, you will manage and grow an established book of business while delivering comprehensive, personalized wealth management services.
You will advise clients across investments, retirement, estate planning, insurance, and tax strategy, supporting a wide range of financial needs.
The role combines relationship management and business development, giving you the opportunity to deepen existing relationships while building a consistent pipeline of new opportunities.
You will transition established client relationships onto a modern wealth management platform and ensure a smooth, high-quality onboarding experience.
You will have access to technology, planning tools, operational support, and experienced leadership to help scale your practice efficiently.
Collaboration and knowledge sharing are central to the role,



with opportunities to contribute to complex client situations and mentor junior advisors.
This is a flexible opportunity for an experienced advisor seeking to build long-term practice ownership while focusing more of their time on clients and growth.

Accountabilities
- Manage and grow an established book of business while delivering comprehensive wealth management services.
- Advise clients across investments, retirement planning, estate planning, insurance, tax strategy, and related financial planning needs.
- Transition existing client relationships onto the wealth management platform while maintaining continuity and a robust client experience.
- Prospect consistently for new clients through referrals, community engagement, professional networks, and direct outreach.
- Build and maintain long-term relationships with high-net-worth individuals and families, professionals, executives, nonprofits, and small business owners.
- Develop qualified busines

📌 Financial Wealth Advisor (India)
🏢 Jobgether
📍 India