Investment Advisor/ Wealth Manager

Dhan Saarthi is an investing platform dedicated to prioritizing the needs of individual investors. Our mission is to bridge the trust and guidance gap in personal finance by offering reliable financial advice and tools. We aim to empower investors with informed strategies to achieve their financial goals. By focusing on client satisfaction and personalized solutions, Dhan Saarthi is redefining the personal finance landscape.

This is a full-time hybrid role for a Registered Investment Advisor, located in the Kolkata metropolitan area, with some flexibility for remote work. The advisor will provide personalized financial planning and investment strategies to clients, ensuring alignment with their financial goals. Other duties include conducting financial assessments, offering expert investment recommendations, and delivering exceptional customer service to build and maintain client relationships.

• Proficiency in Financial Planning and Investments
• Strong knowledge of Investment Strategies and general Finance principles
• Ability to deliver excellent Customer Service and build long-term client relationships
• Effective communication and interpersonal skills
• Relevant certifications such as CFP, CFA, or equivalent qualifications, preferred
• Familiarity with investment tools, platforms, and regulatory compliance