Website:
provittconsultants.com
Job details:
Company Description Provitt Consultants, founded in 2019, is a financial services firm focused on providing clear, tailored solutions in Financial Planning, Investment Advisory, Direct Mutual Funds, and Stock Advisory. The company is committed to helping individuals navigate their unique financial journeys with transparency, high standards, and client-centric service. Guided by a vision to offer the right financial planning advice and a mission to be a respected global financial planner, Provitt emphasizes mentorship, transparency, client satisfaction, and professional excellence. A dedicated team conducts rigorous product research and technical analysis to deliver need-based, goal-oriented solutions and access to global products and comprehensive financial services.
Role Description
- Lead and mentor a team of Wealth Managers and
- Relationship Managers
- Manage and grow relationships with existing clients, while acquiring new HNI and affluent clients
- Drive AUM and revenue growth through comprehensive wealth management solutions
- Conduct Financial Awareness Programs (FAPs),
seminars, and client engagement initiatives
- Collaborate with investment, tax, insurance, and estate planning specialists to deliver holistic financial solutions
- Build a high-performance, client-first culture
Qualifications
Who We're Looking For
- 3-7 years of experience in Wealth Management, Financial Advisory, or Private Banking
- Strong HNI/client acquisition and relationship management experience
- Existing client/corporate network preferred
- Excellent leadership, communication, and team
management skills
- Strong understanding of Mutual Funds, Capital
Markets, and Financial Planning
- NISM Series X-A & X-B Certifications
OR NISM XXV B ( preferred)
- CFP Certification - Preferred
- Entrepreneurial mindset with the ability to thrive in a fast-growing organization
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