Company Description Mahar Investments is providing comprehensive investment solutions and financial planning services. With a solid foundation of expertise and a commitment to client satisfaction, Mahar Investments has built a trusted reputation in the financial industry. We aim to support our clients' financial goals through personalized and strategic advisory services. Role Description This is a full-time, on-site Financial Advisor role located in Ajmer. The Financial Advisor will be responsible for developing personalized financial plans, advising clients on investments, retirement planning, and overall financial strategies. Daily tasks include meeting with clients, analyzing financial data, making investment recommendations, and monitoring clients' financial portfolios to ensure they remain aligned with their goals. Qualifications Financial Planning and Retirement Planning skills Expertise in Finance and Investments Experience in providing Financial Advisory services Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Ability to work independently and collaboratively Bachelor's degree in Finance, Accounting, Economics, or related field is preferred Relevant certifications such as CFP, CFA, or similar are advantageous
As a Financial Advisor at Mahar Investments, your role will involve developing personalized financial plans, advising clients on investments, retirement planning, and overall financial strategies. You will be based in Ajmer and will play a crucial part in supporting clients" financial goals through strategic advisory services. Key Responsibilities: - Develop personalized financial plans for clients - Advise clients on investments and retirement planning - Analyze financial data and make investment recommendations - Monitor clients" financial portfolios to ensure alignment with their goals - Meet with clients regularly to review their financial situation Qualifications: - Possess skills in Financial Planning and Retirement Planning - Demonstrated expertise in Finance and Investments - Proven experience in providing Financial Advisory services - Strong analytical and problem-solving abilities - Excellent communication and interpersonal skills - Ability to work independently and collaboratively - Preferably hold a Bachelor's degree in Finance, Accounting, Economics, or related field - Relevant certifications such as CFP, CFA, or similar are advantageous You will be an integral part of the Mahar Investments team, contributing to our commitment to client satisfaction and trusted reputation in the financial industry.,