Financial Advisor

Company Description

Health Insurance Care is dedicated to providing affordable and quality health insurance coverage for individuals and families. We specialize in helping clients navigate and access Affordable Care Act information and resources. Our mission is to ensure that healthcare is accessible and manageable for everyone, meeting their unique needs. The organization is committed to delivering solutions tailored to individuals and fostering financial security in healthcare.

Role Description

This is a part-time on-site role for a Financial Advisor, located in Gwalior. The Financial Advisor will work with clients to provide personalized financial guidance, create financial strategies, and offer advice on investment and retirement planning. Daily tasks include analyzing financial data, conducting client consultations, and developing comprehensive financial plans tailored to individual goals and circumstances.

Qualifications

• Expertise in Financial Planning and Financial Advisory
• Proficiency with Finance and Investments
• Solid understanding of Retirement Planning strategies
• Strong communication and interpersonal skills to build client relationships
• Ability to analyze complex financial data and deliver customized solutions
• Bachelor’s degree in Finance, Economics, or a related field (preferred)
• Relevant certifications (e.g., CFP, CFA) are a plus
• Prior experience in financial advising or similar roles is an asset