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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

transportation logistics teamwork drive flexibility planning strategies data finance communication certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Family Crest is a company specialized in transportation, trucking, and railroad services, headquartered in Shubert, Nebraska. Located at Rural Route 1 Box 29a, the company has established itself as a key player in the transportation industry. Family Crest is committed to providing efficient and reliable services to meet the logistics needs of its clients. With a focus on excellence, the company values teamwork and innovation to drive its success.

Role Description

This is a full-time hybrid role for a Financial Advisor, based in Ahmedabad, with some work-from-home flexibility. The Financial Advisor will be responsible for assisting clients with financial planning, investment strategies, and retirement planning. Day-to-day tasks include analyzing financial data, recommending appropriate financial products, and providing personalized financial advice to help clients achieve their financial goals.

Qualifications

Ability to develop comprehensive Financial Planning strategies and provide sound financial advice
Strong background and knowledge in Finance and Investments
Expertise in Retirement Planning and creating long-term wealth strategies
Proven experience in Financial Advisory and client relationship management
Strong analytical, communication, and interpersonal skills
Proficiency in financial tools and technology
Bachelor’s degree in Finance, Economics, Business, or related field; certifications like CFP or CFA are an advantage

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Financial Advisor