Company Description eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. With a focus on comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. Role Description This is a full-time on-site role for a Financial Advisor located in Bijni. The Financial Advisor will be responsible for financial planning, retirement planning, investment recommendations, and providing financial advisory services to clients on a day-to-day basis. Qualifications Financial Planning and Finance skills Experience in Retirement Planning Knowledge of Investments and Financial Advisory Strong analytical and problem-solving skills Excellent interpersonal and communication skills Certifications such as CFP, CFA, or ChFC are a plus Bachelor's degree in Finance, Business, or related field
Job Description As a Financial Advisor at eMoney Advisor, LLC, your role will involve providing comprehensive financial planning, retirement planning, investment recommendations, and financial advisory services to clients on a daily basis. You will be based in Bijni for a full-time on-site position. Key Responsibilities - Conduct financial planning for clients - Assist clients with retirement planning - Make investment recommendations - Provide ongoing financial advisory services Qualifications - Possess strong financial planning and finance skills - Demonstrate experience in retirement planning - Have knowledge of investments and financial advisory - Exhibit strong analytical and problem-solving abilities - Possess excellent interpersonal and communication skills - Certifications such as CFP, CFA, or ChFC would be advantageous - Hold a Bachelor's degree in Finance, Business, or a related field,
As an MFD-focused financial solutions firm, you will play a crucial role in empowering clients with personalized financial strategies, specializing in mutual funds, asset allocation, and goal-based financial solutions. Your responsibilities will include: - Managing end-to-end client onboarding by coordinating with back-office teams for seamless account setup. - Preparing and presenting tailored financial solutions, portfolio reviews, mutual fund investments, and asset allocation strategies. - Conducting client meetings to address queries, provide instant solutions, and educate clients on MFD products and schemes. - Maintaining client data privacy, utilizing risk profiling tools, and managing portfolio reporting systems. - Staying updated on mutual fund trends, macroeconomic shifts, and global markets to share valuable insights with clients. The ideal candidate for this role will possess the following qualifications: - Education: Graduate in Finance, Commerce, or a related field along with CFP Certification. - Experience: Minimum 1 year of experience in the mutual fund or financial planning field. In addition, you should have the following skills: - Excellent communication skills to simplify complex financial concepts for clients. - Proficiency in tools like Excel, the MF utility platform, or financial planning software. - An analytical mindset for risk assessment and client-centric solutions. - Basic understanding of mutual fund products, financial planning, and other related products.,