Senior Financial Advisor

Company Description

Since 2008, UWC Wealth Management has been enriching lives through the power of investing. As a trusted financial planning and advisory firm, we guide individuals and families toward financial confidence and long-term prosperity. Our approach is built on values of honesty, transparency, integrity, and ethics, which shape our recommendations and relationships. We prioritize understanding our clients’ needs, aspirations, and risk profiles to align our strategies with their goals. UWC Wealth Management provides personalized guidance for retirement planning, investment growth, and navigating personal financial goals.

Role Description

This is a full-time hybrid role for a Senior Financial Advisor, located in Indore with some work-from-home flexibility. The Senior Financial Advisor will be responsible for developing and implementing financial plans, advising clients on investments, and providing strategies for investment and retirement planning. Daily tasks will include performing financial assessments, creating customized planning strategies, managing client portfolios, and maintaining strong relationships with clients.

Qualifications

• Proficiency in Financial Planning, Finance, and Financial Advisory
• Expertise in Investments and Retirement Planning
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Ability to work both independently and as part of a team
• CFA, CFP, or other relevant certifications preferred
• Bachelor’s degree in Finance, Economics, Business, or related field
• Experience in wealth management or financial advisory services is a plus