Financial Advisor

As a Financial Advisor, your role involves client relationship management, financial planning, market and investment analysis, and reporting. You will conduct "discovery meetings" with clients to understand their financial objectives, income, expenses, risk tolerance, and tax status. Key Responsibilities: - Conduct "discovery meetings" with clients to learn about their financial objectives, income, expenses, risk tolerance, and tax status - Create and present tailored strategies for investments, insurance coverage, savings plans, and cash management based on client data - Analyze financial data and market performance to provide sound investment advice - Monitor portfolios and recommend adjustments due to market changes or shifts in a client's life - Prepare summaries of financial documents, investment performance, and income projections for clients Qualifications Required: - Strong understanding of financial planning and investment strategies - Excellent communication and interpersonal skills - Ability to analyze financial data and market trends effectively - Proficiency in preparing financial reports and documents Please note that this is a full-time, permanent position suitable for fresher candidates. Additionally, the company provides benefits such as health insurance, life insurance, paid sick time, and Provident Fund. The work location for this role is in person.,