This is a full-time, on-site role for a Financial Advisor located in Warangal. The Financial Advisor will be responsible for providing clients with sound financial advice, developing personalized financial plans, managing investment portfolios, and assisting clients with retirement planning. The role involves analyzing clients' financial status, identifying their financial goals, and recommending appropriate financial services, products, and strategies to meet their needs.

Qualifications

Expertise in Financial Planning and Finance
Knowledge and experience in Retirement Planning and Investments
Proficient in Financial Advisory techniques and strategies
Strong analytical skills and attention to detail
Excellent communication and interpersonal skills
Ability to build and maintain client relationships effectively
Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are an advantage
Bachelor’s degree in Finance, Economics, or a related field

More Jobs at UDAY FINANCIAL SERVICES

Financial Advisor

warangal, telangana, india

Experience: Not specified

Salary: Not disclosed

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Financial Advisor