Financial Advisor

mutual fund distributor

2 - 6 years

0 Lacs

bongaigaon assam

Posted:2 days ago| Platform: Shine logo

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Skills Required

financial planning finance retirement planning investments financial advisory analytical skills interpersonal skills communication skills problemsolving skills

Work Mode

On-site

Job Type

Full Time

Job Description

Job Description As a Financial Advisor at eMoney Advisor, LLC, your role will involve providing comprehensive financial planning, retirement planning, investment recommendations, and financial advisory services to clients on a daily basis. You will be based in Bijni for a full-time on-site position. Key Responsibilities - Conduct financial planning for clients - Assist clients with retirement planning - Make investment recommendations - Provide ongoing financial advisory services Qualifications - Possess strong financial planning and finance skills - Demonstrate experience in retirement planning - Have knowledge of investments and financial advisory - Exhibit strong analytical and problem-solving abilities - Possess excellent interpersonal and communication skills - Certifications such as CFP, CFA, or ChFC would be advantageous - Hold a Bachelor's degree in Finance, Business, or a related field,

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Financial Advisor