Company Description ZenFlow Finance is a wealth advisory firm that helps individuals, families, and business leaders simplify finance, understand markets, and build long-term wealth with confidence. Backed by over 40 years of combined experience across investments, corporate finance, and fintech, the firm provides strategic financial planning, investment advisory, risk management, growth capital and fundraising advisory, and estate and succession planning. ZenFlow Finance uses deep research, data-driven insights, and practical market experience to design clear, measurable strategies that drive tangible outcomes.

The team partners closely with clients at every stage, whether they are scaling a business, managing complex portfolios, or building a generational legacy. Headquartered in Bangalore, ZenFlow Finance serves clients across India and globally.

Role Description This is a full time hybrid Wealth Advisor role based in Gurugram, with flexibility for some work-from-home arrangements.

The Wealth

Advisor will provide comprehensive financial and investment guidance to clients, including assessing goals, risk profiles, and financial situations to develop tailored wealth strategies. Day-to-day responsibilities include preparing and presenting financial plans, recommending investment options across asset classes, monitoring portfolio performance, and adjusting strategies based on market conditions and client needs. The role also involves conducting market and product research, supporting retirement and tax-efficient planning,



and collaborating with internal teams to deliver high-quality, compliant advisory services.

The Wealth

Advisor will maintain strong client relationships through regular reviews, transparent communication, and proactive identification of new planning and investment opportunities.

Qualifications

- Demonstrated expertise in Financial Planning and Retirement Planning, with the ability to design holistic, goal-based advisory solutions.
- Strong knowledge of Investments and Wealth Management Services, including experience with diversified portfolios and risk-adjusted strategies.
- Solid understanding of Finance principles, capital markets, and financial products relevant to individual and business clients.
- Excellent analytical, quantitative, and research skills, with attention to detail and the ability to interpret complex financial data.
- Clear, professional communication skills and the ability to explain financial concepts in accessible language.
- Client-centric approach, high ethical standards, and commitment to regulatory and compliance requirements.
- Ability to work effectively in a hybrid environment, manage multiple client relationships, and meet deadlines independently.
- Relevant academic background in Finance, Economics, Business, or related field; professional certifications such as CFP, CFA, or similar are an advantage.
- Prior experience in wealth advisory, financial consulting, or investment advisory is preferred.

📌 Wealth Advisor (Gurugram)
🏢 ZenFlow Finance
📍 Gurugram