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mutual fund distributor
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Financial Advisor

Financial Advisor

mutual fund distributor

0 years

0 Lacs

Bongaigaon Assam India

Posted:2 months ago| Platform:

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Skills Required

technology planning development drive finance communication certifications

Work Mode

On-site

Job Type

Part Time

Job Description

Company Description

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. With a focus on comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S.

Role Description

This is a full-time on-site role for a Financial Advisor located in Bijni. The Financial Advisor will be responsible for financial planning, retirement planning, investment recommendations, and providing financial advisory services to clients on a day-to-day basis.

Qualifications

Financial Planning and Finance skills
Experience in Retirement Planning
Knowledge of Investments and Financial Advisory
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Certifications such as CFP, CFA, or ChFC are a plus
Bachelor's degree in Finance, Business, or related field

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Financial Advisor

Bongaigaon, Assam, India

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Salary: Not disclosed

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Financial Advisor