Role Overview

We are seeking an experienced Financial Advisor to join our investment management team. The ideal candidate will be responsible for providing comprehensive financial planning, investment advice, and portfolio management solutions to clients, helping them achieve their financial goals while ensuring regulatory compliance.

Key Responsibilities

• Build and maintain strong client relationships, acting as a trusted advisor for investment and financial planning needs.
• Assess clients’ financial objectives, risk tolerance, and time horizons to develop customized investment strategies.
• Provide guidance on asset allocation, retirement planning, tax-efficient investments, estate planning, and wealth preservation.
• Conduct regular reviews of clients’ portfolios, recommending adjustments based on market conditions, client goals, and risk profiles.
• Stay informed about financial markets, investment products, and regulatory changes to provide informed advice.
• Collaborate with portfolio managers, research analysts, and compliance teams to deliver holistic solutions.
• Prepare and present financial plans, reports, and investment performance updates to clients.
• Ensure all advisory activities comply with regulatory requirements and the firm’s internal policies.
• Support business development by identifying opportunities to expand client relationships and grow assets under management.

Skills & Competencies

• Strong understanding of investment products (mutual funds, equities, bonds, alternative investments, etc.).
• Solid knowledge of financial planning principles, wealth management, and portfolio construction.
• Excellent analytical, problem-solving, and quantitative skills.
• Exceptional communication, presentation, and interpersonal skills.
• High ethical standards with a client-first mindset.
• Ability to thrive in a fast-paced, client-focused environment.

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, Accounting, or related field (Master’s/MBA preferred).
• Professional certifications such as CFP, CFA, or NISM Investment Advisor Level II (preferred).
• Minimum 5 years of experience as a Financial Advisor, Investment Consultant, or Wealth Manager in an investment management or financial services firm.