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For Employers

Financial Advisor

Ashwaq Agro and Dairy Farm

0 years

0 Lacs

visakhapatnam andhra pradesh india

Posted:1 day ago| Platform:

Apply

Skills Required

strategies planning portfolios regulations finance communication analyze data certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

ashwaq agro and diary farm

Role Description

This is a full-time, on-site role for a Financial Advisor located in Visakhapatnam. The Financial Advisor will be responsible for providing clients with sound financial advice and strategies to meet their financial goals. Daily tasks include financial planning, advising on investments, retirement planning, and managing clients' financial portfolios. The role also involves regular client meetings, conducting financial assessments, and staying updated on market trends and regulations to provide informed advice.

Qualifications

Proficiency in Financial Planning, Finance, and Financial Advisory
Experience in Retirement Planning and Investments
Excellent interpersonal and communication skills
Ability to analyze financial data and market trends
Solid understanding of financial regulations and compliance
Bachelor’s degree in Finance, Economics, Business Administration, or a related field; relevant certifications (e.g., CFP, CFA) are a plus
Strong ethical judgement and decision-making skills
Ability to build long-lasting client relationships
Experience in the agriculture or dairy industry is a plus

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Ashwaq Agro and Dairy Farm

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Financial Advisor