Senior Financial Advisor

We are seeking a high-caliber Senior Financial Advisor to join our SEBI-Registered Investment Advisory (RIA) firm. In this role, you will act as a trusted fiduciary, delivering comprehensive, fee-only or fee-based financial planning and investment strategy to high-net-worth individuals (HNIs) . You will be responsible for managing complex client portfolios, fostering long-term relationships, and leading a team of junior planners to drive firm growth while strictly adhering to SEBI compliance standards.

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Source: Wellfound.

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