We're looking for passionate Wealth Advisors to join Prosperr and help clients build long-term wealth through personalized investment advice.

Key Responsibilities

Understand clients' financial goals, risk appetite, and investment preferences to provide tailored investment advice.
Advise clients on mutual fund investments, including equity, debt, hybrid funds, SIPs, ELSS, and other investment products.
Conduct regular portfolio reviews and recommend rebalancing strategies aligned with clients' financial objectives.
Educate clients on market trends, investment opportunities, and long-term wealth creation strategies.
Ensure high client satisfaction, retention, and growth of client assets under advisory.

Qualifications & Requirements

Bachelor's degree in Finance, Commerce, Business, or a related field.
NISM certification (mandatory).
25 years of experience in wealth management, mutual funds, broking, or financial advisory.
Strong understanding of capital markets, mutual funds, and investment products.
Excellent communication, relationship management, and presentation skills.
Ability to assess client needs and deliver suitable investment recommendations.

Location: Bengaluru (On-site)

If you're passionate about helping clients achieve their financial goals, we'd love to hear from you.

Apply by sending your resume to siddhant@prosperr.io

Wealth Advisor