Financial Advisor

Company Description

MetaMarq Co. Pvt. Ltd. is a dynamic branding and marketing firm dedicated to empowering businesses to achieve growth and long-term success. With expertise in SEO, data research, organic reach, content creation, and website building, we help brands gain visibility and connect with their target audience effectively. We also provide comprehensive legal and startup support, including company registration and licensing, to ensure seamless operations. Uniquely, we guarantee measurable results with our promise of 100% growth or your money back. MetaMarq is committed to driving impactful outcomes for startups and established brands navigating the digital landscape.

Role Description

This is a full-time hybrid role for a Financial Advisor located in Delhi, India, with some work-from-home flexibility. The Financial Advisor will collaborate with clients to provide tailored financial advice, including financial planning, retirement planning, and investment strategies. Responsibilities include analyzing financial data, developing customized plans, providing expert financial guidance, and assisting clients in achieving their financial goals sustainably.

Qualifications

• Proficiency in Financial Planning and Retirement Planning to guide clients in making informed decisions about their financial futures.
• Strong understanding of Finance concepts and Investments for developing effective financial strategies.
• Experience in Financial Advisory with the ability to deliver personalized, results-driven advice to clients.
• Excellent analytical and communication skills to interpret financial data, present solutions, and build client trust.
• Bachelor’s degree in Finance, Economics, Business, or a related field is preferred.
• Professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a significant advantage.
• Ability to work independently as well as collaboratively in a hybrid work environment.