Financial Advisor

Company Description

Scholar Clone provides cutting-edge web and mobile applications tailored to K-12 educational institutions. Our comprehensive solutions streamline operations, personalize learning, and support students, teachers, and management in achieving their goals. With more than 40 modules, we optimize daily operations and empower decision-making through robust analytics. Our academic suite fosters holistic development with NEP-aligned methodologies, offering tools for social-emotional learning, STEM education, and 21st-century skills. In addition to academic solutions, we provide career counseling and occupation guidance, helping students make informed decisions about their future.

Role Description

This is a full-time on-site role for a Financial Advisor located in Surat. The Financial Advisor will assist clients with financial planning, retirement strategies, and investment management. Daily responsibilities include assessing clients' financial goals, creating tailored financial plans, advising on investment opportunities, and providing ongoing support to ensure long-term financial success. The role involves staying updated with financial market trends and offering expert guidance that aligns with clients' best interests.

Qualifications

• Strong skills in Financial Planning, including crafting and managing tailored financial strategies
• Knowledge and experience in Finance and Retirement Planning to secure and support long-term client goals
• Expertise in Investments and Financial Advisory for guiding clients on optimal investment opportunities
• Excellent analytical, communication, and interpersonal skills
• Bachelor’s degree in Finance, Accounting, or a related field is preferred
• Relevant certifications such as CFP (Certified Financial Planner) or equivalent are a plus
• Ability to build long-term relationships with clients and provide client-focused solutions