Weekday AI

Principal Wealth Advisor

Mumbai, India
Full-time
Posted Sep 21, 2026

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Skills

Communication
Operations

Job description

𝗧𝗵𝗶𝘀 𝗿𝗼𝗹𝗲 𝗶𝘀 𝗳𝗼𝗿 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸𝗱𝗮𝘆'𝘀 𝗰𝗹𝗶𝗲𝗻𝘁𝘀

𝗦𝗮𝗹𝗮𝗿𝘆 𝗿𝗮𝗻𝗴𝗲: ₹10,00,000 – ₹50,00,000 (i.e., INR 10–50 LPA)

Experience: 3+ yrs

Location: Mumbai

Job Type: Full-time

We are looking for an experienced Principal Wealth Advisor to provide comprehensive, goal-based financial planning and wealth advisory services to high-value clients. The role focuses on understanding each client’s 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.

Requirements

ROLES & RESPONSIBILITIES

•Work with Wealth Advisors to execute advisory operations.

•Collaborate with the advisory team to prepare financial plans covering investments, retirement, estate and tax planning, based on each client’s risk profile.

•Review clients’ income, expenses, assets, liabilities and investment portfolios. This includes reviewing work completed by Wealth Advisors.

•Manage client relationships, understand their financial needs and provide holistic solutions.

•Implement action plans based on clients’ financial plans and objectives.

•Support clients throughout the year.

QUALIFICATIONS & REQUIREMENTS

Academic background

•Chartered Accountant or top-tier MBA (mandatory), together with one of the following:

•CFP or CWM; or

•CFA Level 2 cleared / CFA Level 3 candidate.

Work experience

•Relevant experience in wealth management, financial planning products or a client-facing wealth role.

•Comfortable working in a collaborative, team-oriented environment.

•Self-motivated, flexible and adaptable.

•Strong interpersonal and communication skills.

•Committed to personal and professional development.

LOCATION

Full-time role based in Mumbai. Candidates should be comfortable working from the Andheri office.

Must-have skills

Personal Financial Planning

Good-to-have skills

Financial planner, financial advisory