Registered Investment Advisor

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.

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

Registered Investment Advisor job గురించి మరింత

1. Registered Investment Advisor jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి గ్రాడ్యుయేట్, అంత కంటే ఎక్కువ మరియు అంతకంటే ఎక్కువ 0 - 6+ years Experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹50000 - ₹99000 నెలకు + ఇన్సెంటివ్‌లుని మీరు ఆశించవచ్చు. ఇది నోయిడాలో Full Time Job.
3. Registered Investment Advisor job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ Registered Investment Advisor jobకు 6 working days ఉంటాయి.
4. ఈ Registered Investment Advisor jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ Registered Investment Advisor jobకు కంపెనీలో ఉదాహరణకు, Wealth Creation Companyలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ Registered Investment Advisor రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: Wealth Creation Company వద్ద 1 Registered Investment Advisor ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: ఈ మార్కెటింగ్ jobకి పురుష, మహిళా అభ్యర్థులు apply చేసుకోవచ్చు.
8. ఈ Registered Investment Advisor Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ Registered Investment Advisor jobకు 10:00 AM - 06:30 PM టైమింగ్ ఉంటుంది.