Invesia Research Pvt. Ltd is a SEBI-registered research company providing data-driven market insights, equity research, and investment advisory services. With over 8 years of experience, we assist individuals and corporates in making informed financial decisions through transparent, actionable, and reliable research.

Role Description

This is a full-time on-site role for a Financial Advisor located in Indore. The Financial Advisor will be responsible for developing and maintaining financial plans, providing retirement planning advice, and managing investment portfolios. The role involves conducting financial analysis, advising clients on financial products, and ensuring clients' financial goals are met.

Qualifications

Strong Financial Planning and Finance skills
Expertise in Retirement Planning and Investments
Proven experience in Financial Advisory
Excellent analytical and problem-solving abilities
Strong interpersonal and communication skills
Bachelor's degree in Finance, Economics, or a related field
Certifications such as CFP or CFA are a plus
Ability to work independently and as part of a team

More Jobs at Invesia Research Pvt. Ltd.

Financial Advisor

indore, madhya pradesh, india

8.0 - 8.0 yrs

Salary: Not disclosed

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Financial Advisor