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Financial Advisor

Financial Advisor

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

Soul AI

0 years

0 Lacs

india

Posted:13 hours ago| Platform:

Apply

Skills Required

strategies ai data planning management portfolios communication certification

Work Mode

Remote

Job Type

Part Time

Job Description

Empower Clients with Financial Strategies as a Financial Advisor!

About Us:

Financial Advisor

Key Responsibilities:

Assess clients' financial goals and develop customized financial plans.
Provide advice on investments, retirement planning, and tax strategies.
Monitor client portfolios and adjust strategies as needed.
Build and maintain long-term relationships with clients.
Stay informed on market trends and financial regulations.

Key Skills & Experience:

Proven experience as a Financial Advisor or in wealth management.
Strong knowledge of financial markets, tax laws, and investment products.
Excellent communication and client relationship-building skills.
CFP or CFA certification preferred.

Why Join Us?

Competitive pay (Up to ₹1200/hour).
Flexible hours.
Remote opportunity

up to Rs. 1200 per hour

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Financial Advisor