This role is for one of our clients

Industry: Financial Services

Seniority level: Mid-Senior level

Experience: 5+ yrs

Location: Mumbai

Job Type: Full time

n

n₹15,00,000 - ₹25,00,000 a year

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 strong 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 cl

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