Junior Financial Advisor
We're Hiring | Junior Financial Advisors
📍 Location: Thane West (Hiranandani Estate) & Navi Mumbai
💼 Openings: 5
📌 Experience: 1–2 Years
💰 Salary: As per company norms
Join Enrichwise Financial Services!
With 25+ years of experience and 7,000+ clients, Enrichwise helps HNIs and families build long-term wealth through structured financial planning and proprietary wealth management frameworks.
We are looking for enthusiastic, client-focused Junior Financial Advisors who are passionate about personal finance and wealth management.
Key Responsibilities
Engage with inbound HNI prospects and understand their financial goals.
Assist senior advisors with financial planning, portfolio reviews, and asset allocation.
Explain Enrichwise's wealth management approach to prospective clients.
Support client meetings, follow-ups, and conversions.
Maintain client records and updates in Zoho CRM.
Coordinate with internal teams for smooth onboarding and servicing.
Eligibility & Skills
1–2 years of experience in Wealth Management, Banking, Mutual Funds, or Financial Advisory.
NISM Series V-A certification is mandatory.
CFP, CFA Level 1, MBA (Finance), or IRDA certification preferred.
Good communication, relationship-building, and client-handling skills.
Basic knowledge of mutual funds, investments, and financial planning.
Freshers with relevant internships and NISM certification may also apply.
Why Join Enrichwise?
✅ Exposure to HNI clients and inbound leads
✅ Learn directly from experienced financial advisors
✅ Practical training in wealth management and advisory
✅ Strong career growth opportunities
✅ Minimal focus on cold calling
📩 How to Apply
Send your CV along with a short answer to:
"How would you approach a 42-year-old doctor earning ₹50 lakh annually with ₹3 crore in assets to understand their financial goals and introduce Enrichwise's wealth management approach?"
📧 Email: [contact shared on WhatsApp]
📞 Contact: [contact shared on WhatsApp]
Build your career in Wealth Management with Enrichwise Financial Services!
How to apply
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Interview advice
Going for this role at Enrichwise Financial Services Pvt Ltd? A few things that help freshers walk in prepared:
- Before you go in, list the top three things this job asks for and prepare one concrete example for each — then tie every answer back to them.
- Keep answers tight and on-point; avoid rambling or personal topics like religion, politics, relationships or family.
- Arrive 10 to 15 minutes early (not an hour), and carry a printed CV, a valid ID and any certificates.
- Practise once out loud with a friend or a mock interview — the more you rehearse, the calmer and clearer you will be on the day.
- Send a short thank-you message within a day that refers to something specific you discussed — most freshers skip this, and it is remembered.