# Principal Wealth Advisor

> Weekday AI · Mumbai, India · Full-time · Posted 2026-09-21

**Salary:** INR 1,500,000–2,500,000

**Workplace:** on_site

**Department:** Weekday's Client via platform

## Description

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**.

## Apply

[Apply at Weekday AI](https://apply.workable.com/weekday-1/j/955B324E2D/apply)

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