Principal Wealth Advisor

📋 Description

• Work closely with Wealth Advisors and the advisory team to deliver high-quality financial planning
• Develop comprehensive financial plans covering investments, retirement, tax, estate planning
• Assess clients' financial positions, including income, expenses, assets, liabilities, cash flows
• Evaluate client risk profiles, financial objectives, life goals, and key milestones when developing
• Review and validate financial planning work prepared by Wealth Advisors to ensure accuracy
• Build and maintain trusted relationships with clients through regular communication and ongoing

🎯 Requirements

• 5+ years of relevant experience in wealth management, financial planning, investment advisory
• Chartered Accountant (CA) or MBA from a leading business school is mandatory.
• CFP (Certified Financial Planner) or CWM (Chartered Wealth Manager); or CFA Level II cleared or CFA
• Strong understanding of comprehensive financial planning and wealth management principles.
• Experience analysing investments, financial statements, cash flows, assets, liabilities, and client
• Strong understanding of risk profiling and goal-based financial planning.