5.0 - 9.0 years

0 Lacs

tamil nadu

On-site

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients and assist investment professionals in cultivating client relationships. Prepare financial plans and verify their accuracy. Qualifications Bachelor's degree in Finance or a related field with at least 5 years of industry experience. You should have a strong understanding of the investment business and possess excellent interpersonal skills.,

Posted 2 weeks ago

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Financial Advisors Angleone

5.0 - 9.0 years

0 Lacs

jaipur, rajasthan

On-site

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients. Support investment professionals to cultivate client relationships. Prepare financial plans and check their accuracy. Qualifications Bachelor's degree in Finance or related field. 5+ years of industry experience. Strong understanding of the investment business. Excellent interpersonal skills.,

Posted 2 weeks ago

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Investment Specialist - Freshers Money Honey Financial Services

0.0 - 2.0 years

2 - 4 Lacs

Mumbai

Work from Office

We are currently seeking enthusiastic and detail-oriented individuals to join our dynamic team as Finance Advisors. This role is designed for those who are eager to kick-start their careers in finance, offering a unique chance to learn from experienced professionals and gain hands-on experience in financial advisory services. As a Finance Advisor, you will be responsible for providing clients with sound financial advice, assisting in developing investment strategies, and helping them achieve their financial goals. If you are a recent graduate with a strong analytical mindset, excellent communication skills, and a passion for finance, we invite you to apply and become a part of our innovative and growth-oriented company. Tasks Provide financial advice to clients on investment opportunities and risk management. Analyze market trends and economic data to assist clients in making informed financial decisions. Develop personalized financial plans based on clients' financial goals, risk tolerance, and investment preferences. Maintain up-to-date knowledge of financial products, services, and regulations to ensure compliance and offer accurate advice. Build and maintain strong client relationships through regular communication and exceptional customer service. Requirements Bachelor's degree in Finance, Economics, Business Administration, or related field. Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills for client engagement. Proficiency in financial software and MS Office applications. Ability to work independently and as part of a team in a fast-paced environment.

Posted 1 month ago

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