Job Overview:

We are seeking a Senior Wealth Manager to join our team in Akola, Maharashtra. In this role, you will be responsible for providing comprehensive financial planning and investment management services to clients.

Job Details:

The Senior Wealth Manager will work closely with clients to understand their financial goals, develop personalized strategies, and monitor their portfolios to ensure alignment with their objectives.

Responsibilities:

• Conduct financial assessments and create customized financial plans.
• Implement investment strategies based on client goals and risk tolerance.
• Monitor and review client portfolios regularly.
• Provide ongoing financial guidance and support.
• Stay informed about market trends and investment opportunities.

Requirements:

• Bachelor's degree in Finance, Economics, or related field.
• Certified Financial Planner (CFP) designation preferred.
• Minimum of 5 years of experience in wealth management.
• Strong communication and interpersonal skills.

Benefits:

• Competitive salary and performance-based bonuses.
• Health, dental, and vision insurance.
• 401(k) retirement plan.

Other Details:

This position offers the opportunity to work with a diverse client base and grow professionally in the financial services industry. Akola, Maharashtra is a vibrant hub for finance professionals, providing ample networking opportunities.

We welcome qualified candidates to apply and join our dynamic team dedicated to helping clients achieve their financial goals.