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For Employers

Financial Advisor

Axis Max Life Insurance Limited

0 years

0 Lacs

asansol west bengal india

Posted:1 day ago| Platform:

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Skills Required

planning data strategies finance communication accounting certification

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Norman Smile Center is a trusted dental practice specializing in general and cosmetic dentistry. With expertise in treatments such as porcelain veneers, dental implants, crowns, and bridges, the center addresses a wide variety of dental needs. Led by Drs. Jamie Belknap, Donna Sparks, and Kristen Campbell, the team is dedicated to providing exceptional care. Norman Smile Center is recognized for its ability to transform and enhance smiles in the Norman, OK, community.

Role Description

This is a full-time on-site role for a Financial Advisor, located in Patna. The Financial Advisor will provide clients with expert financial planning services, tailored advice on investments, and guidance on retirement planning. Daily tasks include analyzing financial data, recommending strategies to meet financial goals, and building strong client relationships to ensure their long-term financial success.

Qualifications

Proficiency in Financial Planning and Financial Advisory services
Knowledge of Investments and Retirement Planning strategies
Strong understanding of finance concepts and practices
Excellent communication, analytical, and interpersonal skills
A bachelor’s degree in Finance, Accounting, Economics, or a related field
Certification such as CFP (Certified Financial Planner) is a plus
Ability to work collaboratively and provide client-centered solutions

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Financial Advisor