We are seeking a highly motivated Registered Investment Advisor (RIA) to join Wealth Creation Company, a premium Wealth Management Company. The ideal candidate will bring deep expertise in wealth management, portfolio strategy, and regulatory compliance, while aligning with the firm’s vision of building a trusted, innovative brand that serves both elite and retail investors.
Key Responsibilities
Client Advisory & Portfolio Management
Provide personalized investment advice to high-net-worth and retail clients.
Design and manage diversified portfolios aligned with client goals and risk profiles.
Monitor market trends and proactively adjust strategies.
Compliance & Regulatory Adherence
Ensure strict adherence to SEBI and other regulatory guidelines.
Maintain accurate documentation and reporting for all client transactions.
Collaborate with compliance teams to uphold ethical standards.
Business Development & Relationship Management
Build long-term, trust-based relationships with clients.
Support the firm’s growth by identifying new opportunities and expanding client base.
Represent the company at industry events and networking forums.
Strategic Collaboration
Work closely with the CEO to execute the firm’s vision.
Contribute to branding, client education, and community engagement initiatives
Mentor junior advisors and support team development.
Qualifications
SEBI- Registered Investment Advisor (mandatory).
Experience in wealth management, investment banking, or financial advisory.
Strong knowledge of mutual funds, equities, bonds, and alternative investments.
Proven track record of managing diverse client portfolios.
Excellent communication skills in English, Hindi, and Hinglish (preferred).
High ethical standards and commitment to compliance.
What We Offer
Opportunity to work directly with a visionary leader and industry veteran.
A platform to serve both elite and retail investors with innovative strategies.
Collaborative culture rooted in trust, compliance, and client-first values
Competitive compensation and growth opportunities.
High Incentives.