Financial Advisor

Company Description

Way 4 Win Financial Solutions has been a pioneer in fee-based financial advisory since 2007. The company assists individuals, professionals, and small to medium-sized businesses in making informed financial decisions through transparent and client-first guidance. With expertise in areas such as investment and wealth advisory, financing solutions, risk assessment, and insurance advisory, the organization is dedicated to helping clients secure and grow their financial future. Through international associations, Way 4 Win also provides global financial solutions, including relocation and settlement advisory and retirement benefit portability. They uphold a strong commitment to clear thinking, ethical advice, and fostering long-term partnerships.

Role Description

We are seeking a full-time Financial Advisor to join our team Anywhere in India. This on-site role will involve developing personalized financial plans, advising clients on investments, retirement planning, risk management, and other financial goals. The Financial Advisor will meet with clients to understand their needs, research financial products and services, and create effective strategies to help clients achieve long-term financial success. Building and maintaining strong client relationships will be a key aspect of the role.

Qualifications

• Strong analytical and problem-solving skills
• Effective communication and interpersonal skills to build trusted client relationships
• Bachelor’s degree in Finance / Economics / Business / Banking & Insurance / or a related field
• Familiarity with accounting, taxation, and insurance laws will be beneficial
• Ability to handle complex financial scenarios with a client-centric approach