The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills
Company Description Family Crest offers efficient and reliable Financial solutions. Family Crest is dedicated to maintaining a highly professional team and delivering exceptional service to its clients. Role Description This full-time hybrid role for a Financial Advisor is located in Ahmedabad, with some work-from-home flexibility. The Financial Advisor will be responsible for financial planning, investment advisory, and retirement planning. Day-to-day tasks include working closely with clients to understand their financial goals, developing personalized financial plans, advising on investments, and continually monitoring and adjusting plans to ensure clients meet their financial objectives. Qualifications Financial Planning and Retirement Planning skills Finance and Investments skills Experience in Financial Advisory Excellent written and verbal communication skills Strong analytical and problem-solving abilities Ability to work independently and as part of a team Bachelor's degree in Finance, Economics, Business, or related field Professional certification (such as CFP) is a plus