Wealth Manager

Company Description Provitt Consultants, founded in 2019, is a financial services firm dedicated to providing clear, tailored guidance across Financial Planning, Investment Advisory, Direct Mutual Funds, and Stock Advisory. The organization focuses on individualized strategies, recognizing that every client’s financial journey and goals are unique. Provitt’s vision is to offer the right financial planning advice to everyone it serves, and its mission is to be a highly respected global partner in helping clients confidently achieve their financial objectives. The firm operates with strong values of mentorship, transparency, client satisfaction, and high professional standards. Team members benefit from a collaborative, research-driven environment that emphasizes comprehensive, need-based financial solutions and access to global products and services.

Role Description As a Wealth Manager at Provitt Consultants, you will work full time on-site in Delhi, OH, partnering with clients to understand their financial goals and build personalized financial plans. You will assess client risk profiles, recommend suitable investment products, and manage portfolios across asset classes such as mutual funds, equities, and insurance solutions. On a day-to-day basis, you will meet with clients, review and adjust strategies based on market conditions and life events, and prepare clear reports and presentations on portfolio performance. You will conduct market and product research, perform technical and fundamental analysis, and collaborate with the internal team to ensure need-based, goal-oriented recommendations. The role also includes maintaining regulatory compliance, documenting all advice and transactions accurately, and fostering long-term client relationships built on trust, transparency, and consistent follow-up.

Qualifications

• Strong expertise in Financial Planning and Finance, including goal-based planning, budgeting, cash-flow analysis, and retirement and tax-efficient strategies.
• Hands-on experience in Investment Management and Investments, including asset allocation, portfolio construction, monitoring, and performance reporting.
• Working knowledge of Insurance products and their role in risk management and comprehensive financial solutions.
• Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA, or equivalent) are preferred.
• Proficiency in financial analysis tools, spreadsheets, and portfolio management or CRM software.
• Excellent communication, presentation, and interpersonal skills, with the ability to explain financial concepts clearly to clients with diverse backgrounds.
• Proven ability to build long-term client relationships with a high level of integrity, ethical conduct, and client-first mindset.
• Strong analytical and problem-solving skills, attention to detail, and the capacity to work independently and as part of a professional team on-site.

Be Part of Something Great—Join Our Team

We at Provitt Consultants are looking for an enthusiastic team mate to assist us in contributing to

growth for the below position:

Wealth Manager

Role Description

This is a full-time on-site role for a Wealth Manager at Provitt Consultants. As a Wealth Manager, you

will be responsible for providing personalized financial planning services for clients, including retirement

planning, investment management, and wealth preservation. You will collaborate with investment

experts, financial planners, and tax experts to develop unique financial plans tailored to each client's

needs and goals.

Required Candidate Profile

• Strong communication and interpersonal skills and the ability to build and maintain long-term

relationships with clients.

• Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its

growth and profitability drivers.

• Create and enforce financial goal plans that will help meet the needs of clients.

• Must be self-motivated, flexible and able to manage several jobs at one time.

• Willingness to dwell in a boutique Financial Solutions Company.

• Should have a laptop.

• CWM certification is an added advantage.

Roles and Responsibilities

1. Existing Client Relationship Management

• Managing existing client's investment portfolios.

• Reviewing portfolios and making changes when required.

• Driving new business from our existing clients for various financial services — financial and

technical analysis of various financial options available like Mutual Funds, Stocks, Loans,

Insurance (Only General and Term Insurances), Estate Planning, Taxation Planning.

• Goal-based planning and mapping of investments.

2. New Client Relationship Management

• Responsible for financial planning, and financial analysis of new clients and for acquiring new

clients from the following channels:◦ Conducting Financial Awareness Programs.

◦ Referential leads from existing clients.

◦ Social media leads.

◦ Leads generated by the internal acquisition team of the company.

◦ Leads generated from other sources.

Additional Information: Responsible for meeting both new and existing clients either physically or

virtually (as required) on a periodic basis for portfolio discussions, discussions about the markets, and

advising on products offered by the company — as well as introducing additional products that suit the

requirements of the client.

PLEASE NOTE: This is a dynamic, growth-focused Client Relationship & Business Development role. Your

Key Result Areas (KRAs) are directly linked to the value and revenue you help generate for the company

— meaning your initiative, client relationships, and results are recognised and rewarded. It is a

rewarding opportunity for ambitious professionals who want to grow their earnings alongside the firm.

Additional Responsibilities

• Meeting the clients and doing the initial screening of the client's portfolio.

• Introducing various financial instruments to clients depending upon their needs.

• Managing various MIS.

• Onboarding prospects from the candidate's existing network.

• Utilizing corporate networks to hold Financial Awareness Programs.

• Presenting achievements through performance reviews.

What We Offer

We at Provitt Consultants focus on employee job satisfaction with work-life balance and a supportive

work environment at each stage of life. Benefits include:

• Flexible working model with hybrid arrangements depending on business needs.

• Lucrative salary.

• Attractive incentive plans.

• Insurance benefits.

• Monthly skill enhancement workshops.

Join us on this journey towards your financial independence. Let's create a future that's not just

financially sound but also peaceful. Together, we can turn dreams into reality.

Looking for urgent hiring, kindly share your resume at [email protected]