Principal Wealth Advisor
- Work arrangement
- On-site
- Occupation
- Education & Training
- Location
- Mumbai, Maharashtra, India
- Compensation
- INR 1,500,000.00 โ INR 2,500,000.00 per year
- Apply by
- April 10, 2027
About this role
๐ง๐ต๐ถ๐ ๐ฟ๐ผ๐น๐ฒ ๐ถ๐ ๐ณ๐ผ๐ฟ ๐ผ๐ป๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ๐ฑ๐ฎ๐'๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐
๐ฆ๐ฎ๐น๐ฎ๐ฟ๐ ๐ฟ๐ฎ๐ป๐ด๐ฒ: โน10,00,000 โ โน50,00,000 (i.e., INR 10โ50 LPA)
Experience: 3+ yrs
Location: Mumbai
Job Type: Full-time
We are looking for an experiencedPrincipal Wealth Advisorto provide comprehensive, goal-based financial planning and wealth advisory services to high-value clients. The role focuses on understanding each clientโs 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.