Financial Advisor

Company Description

Sir Aaditya Singh Social Services is a registered entity under the Ministry of Electronics and Information Technology, Government of India. The organization focuses on educational services and facilitates university admissions through its initiative, University Dakhila. It offers opportunities to pursue degrees like BA, BCA, and MBA from UGC and DDE-recognized institutions. With a mission to provide accessible education, it supports working professionals in advancing their careers through flexible learning options.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will provide financial planning and advice to clients, focusing on investments, retirement planning, and overall personal financial management. Daily responsibilities include analyzing financial data, preparing financial plans, offering investment recommendations, and ensuring alignment with clients' goals and objectives. Strong communication and personalized guidance are integral to the success of this role.

Qualifications

• Expertise in Financial Planning and Financial Advisory practices
• Knowledge of Investments and Retirement Planning strategies
• Proficiency in Finance-related concepts and their practical applications
• Strong communication and interpersonal skills to build trust and guide clients effectively
• Analytical mindset with attention to detail and problem-solving abilities
• Bachelor’s degree in Finance, Economics, Accounting, or related fields preferred
• Experience in the financial services industry or relevant certifications (e.g., CFP, CFA) is a plus