Financial Advisor

Company Description

Money Honey Financial Services Pvt. Ltd. is one of India’s rapidly growing financial services companies. We specialize in distributing a variety of financial products, including Mutual Funds, Government of India Bonds, Fixed Deposits. Our focus is on delivering best-in-class financial solutions to meet diverse client needs. With a commitment to excellence, we strive to provide reliable financial advisory services to help clients secure their financial future.

Role Description

This is a full-time, on-site role for a Financial Advisor based in Mumbai. The Financial Advisor will be responsible for assisting clients with financial planning, retirement planning, and investments. Daily responsibilities include analyzing financial data, providing tailored financial advice, and helping clients make informed decisions to achieve their financial goals. Building and managing client relationships will be a core aspect of this role.

Qualifications

• Expertise in Financial Planning, Financial Advisory, and Retirement Planning
• Strong understanding of Investments and comprehensive financial strategies
• Excellent interpersonal and communication skills to build and sustain client relationships
• Proven ability to analyze financial data and provide actionable advice
• Bachelor's degree in Finance, Economics, or a related field is preferred
• Relevant certifications (e.g., CFP or equivalent) are considered a plus

If interested share your resume on hr.mum@moneyhoney.co.in