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Family Crest
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Financial Advisor

Financial Advisor

Family Crest

0 years

0 Lacs

Ahmedabad Gujarat India

Posted:1 day ago| Platform:

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Skills Required

service flexibility planning monitoring finance communication certification

Work Mode

On-site

Job Type

Full Time

Job Description

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

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Financial Advisor