Associate Financial Advisor

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