Company Description We suggest you enter details here. Role Description This is a full-time on-site role located in Bengaluru for a Financial Advisor. The Financial Advisor will guide clients on managing their finances, planning for retirement, and making investment decisions. The role involves creating customized financial plans, providing sound financial advice, and monitoring the financial health of clients to ensure their goals are met. The candidate will collaborate with clients to assess their financial situation and recommend strategies to meet long-term financial objectives. Qualifications Proficiency in Financial Planning and Retirement Planning Strong understanding of Finance and Investments Expertise in Financial Advisory Excellent interpersonal and communication skills Analytical thinking and problem-solving abilities Bachelor’s degree in Finance, Economics, Business Administration, or a related field Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus Ability to build trust and maintain long-term client relationships
Job Description: You will be working full-time on-site in Bengaluru as a Financial Advisor. Your responsibilities will include guiding clients on managing their finances, planning for retirement, and making investment decisions. This role requires you to create customized financial plans, offer sound financial advice, and monitor clients' financial health to ensure their goals are achieved. You will collaborate with clients to evaluate their financial situation and suggest strategies to meet their long-term financial objectives. Key Responsibilities: - Proficiency in Financial Planning and Retirement Planning - Strong understanding of Finance and Investments - Expertise in Financial Advisory - Excellent interpersonal and communication skills - Analytical thinking and problem-solving abilities - Bachelors degree in Finance, Economics, Business Administration, or a related field - Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus - Ability to build trust and maintain long-term client relationships Job Description: You will be working full-time on-site in Bengaluru as a Financial Advisor. Your responsibilities will include guiding clients on managing their finances, planning for retirement, and making investment decisions. This role requires you to create customized financial plans, offer sound financial advice, and monitor clients' financial health to ensure their goals are achieved. You will collaborate with clients to evaluate their financial situation and suggest strategies to meet their long-term financial objectives. Key Responsibilities: - Proficiency in Financial Planning and Retirement Planning - Strong understanding of Finance and Investments - Expertise in Financial Advisory - Excellent interpersonal and communication skills - Analytical thinking and problem-solving abilities - Bachelors degree in Finance, Economics, Business Administration, or a related field - Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus - Ability to build trust and maintain long-term client relationships