Associate Financial Advisor

About the job

At PrimeWealth, we are looking for an Associate Financial Advisor who is passionate about financial planning, enjoys working closely with clients, and aspires to grow into a Lead Advisor role over time.This position is ideal for someone with 1-2 years of experience in wealth management, financial planning, or investment advisory who is looking for a structured learning environment and a clear path for professional growth. What you'll do: Work closely with senior advisors and support them in managing client relationships Participate in financial planning discussions and client meetings Assist in preparing financial plans, investment recommendations, and review reports Coordinate with internal teams to ensure timely execution and exceptional client service Develop the technical expertise and advisory skills required to eventually lead client relationships independently What we're looking for: 12 years of experience in wealth management, financial planning, investment advisory, or a related field Strong communication and interpersonal skills A sincere, disciplined, and highly dependable professional approach Attention to detail and commitment to delivering quality work Willingness to learn, take ownership, and continuously improve Long-term interest in building a career as a trusted financial advisor You'll gain direct exposure to advising NRI families on complex cross-border financial matters while working alongside experienced advisors who are invested in your growth and development. Compensation: 4-5LPA

Who can apply

Only those candidates can apply who

1. have minimum 1 years of experience

Salary

Probation:

Duration:

Salary during probation: After probation:

Annual CTC: Competitive salary

Number of openings

1 Editor’s note

Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.