Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 13 days ago

Principal Wealth Advisor

Workable (global search)108,016 open roles

Where
Mumbai, MH, India
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowPrincipal Wealth AdvisorWorkable (global search) · Mumbai, MH, India

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 13 days ago

Workable (global search) median: 7 days open

The posting

𝗧𝗵𝗶𝘀 𝗿𝗼𝗹𝗲 𝗶𝘀 𝗳𝗼𝗿 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸𝗱𝗮𝘆'𝘀 𝗰𝗹𝗶𝗲𝗻𝘁𝘀

𝗦𝗮𝗹𝗮𝗿𝘆 𝗿𝗮𝗻𝗴𝗲: 𝗥𝘀 𝟭𝟱𝟬𝟬𝟬𝟬𝟬 - 𝗥𝘀 𝟮𝟱𝟬𝟬𝟬𝟬𝟬 (𝗶𝗲 𝗜𝗡𝗥 𝟭𝟱-𝟮𝟱 𝗟𝗣𝗔)

Experience: 5+ 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

Key Responsibilities

  • Work closely with Wealth Advisors and the advisory team to deliver high-quality financial planning and wealth advisory services.
  • Develop comprehensive financial plans covering investments, retirement, tax, estate planning, budgeting, debt management, and wealth creation.
  • Assess clients’ financial positions, including income, expenses, assets, liabilities, cash flows, and investment portfolios.
  • Evaluate client risk profiles, financial objectives, life goals, and key milestones when developing recommendations.
  • Review and validate financial planning work prepared by Wealth Advisors to ensure accuracy, quality, and alignment with client requirements.
  • Build and maintain trusted relationships with clients through regular communication and ongoing financial guidance.
  • Understand clients’ changing financial circumstances and proactively identify relevant planning opportunities.
  • Translate financial analysis and recommendations into clear, practical, and actionable strategies.
  • Develop and implement action plans based on clients’ financial objectives and agreed recommendations.
  • Monitor implementation of financial plans and coordinate with relevant stakeholders where required.
  • Support clients throughout the year and review financial plans as their circumstances, goals, or risk profiles evolve.
  • Collaborate with internal teams to ensure a consistent, high-quality client advisory experience.
  • Maintain appropriate documentation and ensure financial planning recommendations are well-supported and aligned with established advisory principles.
  • Stay current with developments in financial planning, investment products, taxation, retirement planning, and wealth management practices.

What Makes You a Great Fit

  • 5+ years of relevant experience in wealth management, financial planning, investment advisory, private wealth, or a closely related client-facing financial role.
  • Chartered Accountant (CA) or MBA from a leading business school is mandatory.
  • Additionally, one of the following qualifications is required or strongly preferred:
  • CFP (Certified Financial Planner) or CWM (Chartered Wealth Manager); or
  • CFA Level II cleared or CFA Level III candidate.
  • Strong understanding of comprehensive financial planning and wealth management principles.
  • Experience analysing investments, financial statements, cash flows, assets, liabilities, and client portfolios.
  • Strong understanding of risk profiling and goal-based financial planning.
  • Ability to develop practical financial strategies across investments, retirement, tax, estate planning, and wealth creation.
  • Experience in a client-facing wealth advisory environment with strong relationship-management responsibilities.
  • Excellent interpersonal, communication, presentation, and client-management skills.
  • Strong analytical and problem-solving abilities with exceptional attention to detail.
  • Ability to explain complex financial concepts clearly to clients and other stakeholders.
  • Strong collaborative mindset with the ability to work effectively with Wealth Advisors and multidisciplinary advisory teams.
  • Self-motivated, adaptable, and comfortable taking ownership of client outcomes and advisory responsibilities.
  • Strong commitment to continuous learning and professional development.
  • Willingness to work full-time from the Andheri office in Mumbai.
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.