Financial Advisor Y Commercials Pvt. Ltd.

3.0 - 7.0 years

0 Lacs

pune, maharashtra

On-site

You will be joining YC.DO (Y Commercials) as a Financial Advisor, a full-time on-site role located in Pune. Your primary responsibilities will include financial planning, retirement planning, investment management, and offering valuable financial advice to clients. Your role will entail analyzing financial data, evaluating risks, devising financial strategies, and assisting clients in making well-informed financial decisions. To excel in this position, you should possess a strong background in financial planning, finance, retirement planning, and investment management. Your expertise in financial advisory services, coupled with the ability to analyze financial data and assess risks effectively, will be crucial. Excellent communication and interpersonal skills are essential, along with meticulous attention to detail and the capability to work autonomously. Ideally, you should hold a bachelor's or master's degree in finance, economics, or a related field. Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be advantageous in this role. By leveraging your knowledge and experience in financial services, you will play a key role in delivering exceptional financial guidance and maximizing returns for our clients at Y Commercials Pvt. Ltd.,

Posted 1 month ago

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