Financial Advisor

0 years

2 - 4 Lacs

Posted:2 days ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

  • Provide personalized financial advice on budgeting, saving, investing, insurance, retirement, and debt management.
  • Assess members’ financial situations and develop tailored financial plans.
  • Monitor and review financial plans regularly, adjusting strategies as needed.
  • Educate members on financial products and services suitable to their goals.
  • Ensure all financial advice complies with relevant laws, regulations, and ethical standards.
  • Maintain accurate records of client interactions and financial plans.
  • Stay up to date with financial regulations and market trends.

Required Qualifications

Bachelor’s degree in Finance, Business, or a related field.

Professional certifications (CA, CMA, ACCA, or equivalent).

Proven experience as a Financial Advisor, Financial Planner, or similar role is a plus.

Strong understanding of financial planning, investments, and risk management.

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹40,000.00 per month

Work Location: In person

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