Company Description Enrichwise Financial Services Pvt Ltd provides comprehensive wealth management and financial planning services, including investments, retirement planning, tax planning, and insurance solutions. The firm also supports clients with legal and HUF matters, will and succession planning, and loan advisory. In addition, Enrichwise facilitates investment opportunities through Gift City and global investing platforms. The organization focuses on holistic, compliant, and client-centric financial strategies to help individuals and families build, protect, and transfer wealth. Role Description The Senior Financial Advisor will be responsible for managing a portfolio of clients, understanding their financial goals, and developing tailored financial plans that cover investments, retirement, tax optimization, insurance, and estate planning. Day-to-day responsibilities include conducting client meetings, reviewing existing portfolios, recommending suitable financial products, preparing financial reports, and monitoring market trends to adjust strategies as needed. The role also involves mentoring junior advisors, ensuring regulatory compliance, and collaborating with internal teams to deliver integrated services such as loans, legal support, and global investing solutions. This is a full-time,



on-site role based in Thane, requiring regular client interaction and active participation in business development activities. Qualifications
• Candidates should possess strong Financial Planning and Financial Advisory skills, with experience creating holistic, goal-based plans.
• Candidates should possess solid Finance and Investments expertise, including asset allocation, risk assessment, and portfolio management.
• Candidates should possess Retirement Planning capabilities, including designing long-term income strategies and evaluating pension and savings options.
• Relevant professional certifications (such as CFP, CFA, or equivalent) and a degree in Finance, Economics, Business, or a related field are highly beneficial.
• Strong analytical and quantitative skills, proficiency with financial planning tools, and up-to-date knowledge of tax and regulatory frameworks.
• Excellent communication, client relationship management, and presentation skills, with a track record of building trust and long-term client partnerships.
• Ability to work independently, handle multiple client engagements, and mentor junior team members in a collaborative in office environment.

📌 Senior Financial Advisor (Thane)
🏢 Enrichwise Financial Services
📍 Thane