Principal Wealth Advisor

' : - ( - ) Experience: 5 yrs Location: Mumbai Job Type: Full-time We are looking for an experienced Principal Wealth Advisor to provide comprehensive, goal-based financial planning and wealth advisory services to high-value clients. The role focuses on understanding each client’s financial objectives, risk profile, current financial position, and long-term milestones to develop practical and personalised wealth strategies. You will work across investment planning, retirement plan…