Registered Investment Advisor

salary 50,000 - 99,000 /month*
company-logo
job companyWealth Creation Company
job location Sector 135 Noida, Noida
incentive₹49,000 incentives included
job experience0 - 6+ years Experience in Marketing
Replies in 24hrs
1 Opening
Incentives included
full_time Full Time

Job Highlights

qualification
Graduate and above
gender
All genders
jobShift
10:00 AM - 06:30 PM | 6 days working
star
Job Benefits: Insurance, PF, Medical Benefits

Job Description

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.

Other Details

  • It is a Full Time Marketing job for candidates with 0 - 6+ years Experience.

More about this Registered Investment Advisor job

  1. What is the eligibility criteria to apply for this Registered Investment Advisor job?
    Ans: The candidate should be Graduate and above and above with 0 - 6+ years Experience of experience
  2. How much salary can I expect for this job role?
    Ans: You can expect a salary of ₹50000 - ₹99000 per month + Incentives that depends on your interview. It's a Full Time job in Noida.
  3. How many working days are there for this Registered Investment Advisor job?
    Ans: This Registered Investment Advisor job will have 6 working days.
  4. Are there any charges applicable while applying or joining this Registered Investment Advisor job?
    Ans: No, there is no fee applicable for applying this Registered Investment Advisor job and during the employment with the company, i.e., Wealth Creation Company.
  5. Is it a work from home job?
    Ans: No, it’s not a work from home job and can't be done online.
  6. How many openings are there for this Registered Investment Advisor role?
    Ans: There is an immediate opening of 1 Registered Investment Advisor at Wealth Creation Company
  7. Who can apply for this job?
    Ans: Both Male and Female candidates can apply for this Marketing job.
  8. What are the timings of this Registered Investment Advisor job?
    Ans: This Registered Investment Advisor job has 10:00 AM - 06:30 PM timing.
Candidates can call HR for more info.
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Other Details

Incentives

Yes

No. Of Working Days

6

Benefits

PF, Medical Benefits, Insurance

Skills Required

Registered as RIA, Passed NISM-Series-XA and XB

Contract Job

No

Salary

₹ 50000 - ₹ 99000

Contact Person

Sandeep
Posted a day ago
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