Job Overview:

We are seeking experienced Senior Wealth Advisors to join our team in Kolhapur, Maharashtra. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial planning and investment management services to clients.

Job Details:

The role involves developing personalized financial strategies, analyzing investment opportunities, and guiding clients towards achieving their financial goals.

Responsibilities:

• Conducting in-depth financial assessments
• Creating customized investment portfolios
• Offering retirement planning advice
• Monitoring market trends and performance
• Building and maintaining client relationships

Requirements:

• Minimum of 5 years experience in wealth management
• Certified Financial Planner (CFP) designation
• Strong knowledge of investment products
• Excellent communication and interpersonal skills

Benefits:

• Competitive salary and bonus structure
• Health insurance and retirement benefits
• Professional development opportunities

Other Details:

This position offers the opportunity to work with a diverse client base in Kolhapur, Maharashtra. Senior Wealth Advisors play a crucial role in helping individuals achieve financial security and success.

We encourage passionate and dedicated individuals to apply and make a meaningful impact in the lives of our clients.