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Wealth Management Advisor

Wealth Management Advisor

LxmeRepublic Of India, IN
1 day ago
Job description

About LXME

LXME – Money Made for Her.

LXME is India’s first comprehensive financial ecosystem designed exclusively for women — empowering them to earn, spend, save, and invest with confidence.

From LXME Pay (our UPI-led payments platform) to Invest and Learn , we’re building a new kind of financial experience — one that starts with education and ends with empowerment.

About the Role

The Money Coach will be the driving force behind LXME’s learning and advisory ecosystem — building trust, simplifying finance, and helping women make confident money decisions.

This role combines financial expertise, education strategy, and leadership to scale live sessions, partnerships, bootcamps, and community programs that directly feed into LXME’s growth and AUM.

You’ll lead a team of certified Money Coaches and anchor the brand’s credibility through education-led transformation.

What You’ll Build / Lead / Own

  • Host and lead interactive sessions, webinars, and bootcamps on personal finance, investing, and wealth creation tailored for women.
  • Engage communities and partners through financial literacy workshops, institutional tie-ups, and on-ground events.
  • Guide users on goal-based investing and portfolio creation — helping them make informed wealth management decisions.
  • Drive community engagement & content , creating a continuous education loop via blogs, webinars, and reels.
  • Creating financial plans, suggesting products basis client goals
  • HNI Desk — Driving AUM from HNI clients and wealth management services
  • Train internal teams (Money Buddy, Distribution, etc.) on investment products and financial wellness.
  • Mentor younger coaches or learners within LXME’s ecosystem to strengthen our education-first approach to wealth.

What Success Looks Like

  • Scale of bootcamps & participation (attendance, engagement, partner count).
  • Portfolio retention and AUM growth from education-led funnels.
  • Measurable uplift in community engagement & content reach.
  • Internal training success (team certification, confidence uplift scores).
  • NPS from Money Coach and HNI experiences.
  • Recognition as a trusted wealth coach and voice of credibility in women’s finance.
  • Who You Are

  • A finance professional with deep understanding of personal finance, investments, and wealth management.
  • A natural educator and communicator — confident on stage, camera, or webinars.
  • Passionate about building financial literacy for women and enabling their independence.
  • Empathetic, articulate, and able to make finance relatable, actionable, and inspiring.
  • Comfortable in a high-growth, mission-driven startup environment.
  • Qualifications & Experience

  • 8+ years in BFSI / fintech / wealth management / financial education.
  • NISM Series V-A, CFP, CFA Level 1+ preferred.
  • Proven experience in financial advisory, investor awareness, or education programs.
  • Strong communication, presentation, and storytelling skills.
  • Experience in designing or hosting learning sessions (online / offline).
  • Why LXME

    At LXME, you’ll lead the transformation that helps women own their money journeys — not just through investing, but through knowledge. You won’t just teach finance — you’ll redefine how India learns it.

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    Wealth Management Advisor • Republic Of India, IN

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