Financial Advisor

Fortress capital is looking for Financial Advisor to join our dynamic team and embark on a rewarding career journey.
A Financial Advisor is a professional who provides financial guidance and investment advice to individuals and businesses. They assist their clients in making informed decisions about various financial matters, including investments, retirement planning, tax strategies, insurance, and estate planning. Financial Advisors work closely with clients to understand their financial goals, risk tolerance, and overall financial situation to develop personalized financial plans. Responsibilities : Client Consultation : Meet with clients to discuss their financial goals, investment objectives, risk tolerance, and current financial situation. Gather relevant information to assess their needs and understand their financial aspirations. Financial Planning : Create comprehensive financial plans that address clients' short - term and long - term financial objectives. Consider factors such as income, expenses, assets, liabilities, tax implications, and investment preferences. Investment Advice : Recommend suitable investment strategies and products based on clients' risk profiles and financial goals. Monitor and manage investment portfolios to ensure they align with clients' objectives and market conditions. Retirement Planning : Assist clients in planning for retirement by analyzing potential income streams, estimating retirement expenses, and recommending retirement savings and investment strategies. Tax Planning : Offer tax - efficient investment strategies and advice to help clients minimize their tax liabilities and optimize their financial outcomes. Insurance and Risk Management : Evaluate clients' insurance needs, including life, health, disability, and long - term care insurance. Recommend appropriate coverage to protect clients and their families against financial risks. Disclaimer : This job description has been sourced from a public domain and may have been modified by Naukri. com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official channels before applying.