Financial Advisor - Portfolio Management/Wealth Management

We are seeking a knowledgeable and self-driven Independent Financial Advisor with at least 3 years of experience in financial planning, investment advisory, and wealth management. The ideal candidate will hold an MBA in Finance and demonstrate strong interpersonal, analytical, and sales skills. This role involves working closely with clients to understand their financial goals and offering tailored solutions in investments, insurance, tax planning, and retirement.

Key Responsibilities:

- Identify and acquire new clients through networking, referrals, and marketing efforts.

- Build and maintain long-term relationships with clients through regular communication and portfolio reviews.

- Conduct comprehensive financial needs analysis and risk assessments.

- Develop customized financial plans covering investment, insurance, tax, estate, and retirement planning.

- Educate clients on financial products, including mutual funds, stocks, bonds, insurance policies, and alternative investments.

Portfolio Management:

- Monitor and review client portfolios to ensure alignment with financial goals.

- Provide rebalancing strategies and performance updates.

- Keep abreast of market trends, product developments, and regulatory changes.

Compliance & Documentation:

- Ensure all advisory services are conducted in compliance with regulatory standards (e.g., SEBI/RBI/IRDAI).

- Maintain accurate documentation and records of client interactions and recommendations.

Reporting & Analysis:

- Prepare financial reports, projections, and risk models for client presentations.

- Utilize financial planning tools and software for analysis and strategy building.

Key Skills & Competencies:

- Strong knowledge of personal finance, investment strategies, and financial products.

- Excellent communication and presentation skills.

- High ethical standards and professional integrity.

- Analytical thinking and problem-solving ability.

- Strong sales orientation with client-first approach.

- Proficiency in financial planning tools and CRM platforms.

Preferred Qualifications:

- MBA in Finance or relevant field.

- Certifications such as CFP, NISM-Series V-A (Mutual Fund Distributor), IRDAI License (for insurance), or - other relevant licenses are preferred.

- Proven track record of meeting or exceeding financial targets.