Financial Advisor

3 - 7 years

0 Lacs

Posted:15 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a Financial Advisor at our company located in Chunchura, you will be responsible for providing clients with personalized financial advice. Your main tasks will include financial planning, retirement planning, and devising investment strategies to help clients achieve their financial goals. You will assess clients" financial needs, create comprehensive plans, monitor outcomes, and build long-term relationships with clients. Key Responsibilities: - Provide tailored financial advice to clients - Assist clients with financial planning, retirement planning, and investment strategies - Evaluate clients" financial needs and create comprehensive plans - Monitor financial outcomes and adjust strategies as needed - Maintain long-term relationships with clients to help them achieve their financial goals Qualifications Required: - Expertise in Financial Planning and Retirement Planning - Strong knowledge of Finance and Investments - Experience in Financial Advisory - Excellent interpersonal and communication skills for client interaction - Problem-solving ability with attention to detail - Relevant certification or qualifications in finance, economics, or related fields - Proficiency in financial analysis tools and software is a plus,

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