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Financial Advisor

Financial Advisor

Future N Career

2 - 7 years

|

4 - 5 Lacs

Mumbai Mumbai Suburban Mumbai (All Areas)

Posted:2 weeks ago| Platform:

Apply

Skills Required

financial advisory NISM Wealth Management Financial Planning tax consulting CFP finance planner CFA

Work Mode

Work from Office

Job Type

Full Time

Job Description

Understand the client's financial situation, needs & goals Diagnose financial gaps & suggest actionable solutions Prepare financial health reports, plan summaries & action plans Stay updated on financial products, regulatory changes & market dev Required Candidate profile Exp in personal finance advisory, wealth management, financial planning, or tax consulting Strong understanding of Indian financial products, taxation, EPF rules & compliance Excellent Communication

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Career Services

Metropolis

50 Employees

14 Jobs

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COO
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