2.0 - 6.0 years

0 Lacs

maharashtra

On-site

Role Overview: As a Financial Advisor at FINTOO, you will play a crucial role in providing personalized financial advice and guidance to clients. Your deep understanding of financial markets and financial planning theories will be essential in developing investment strategies, asset allocation, and debt restructuring to help clients achieve their financial goals. Key Responsibilities: - Develop and maintain strong relationships with clients, understanding their unique financial needs and goals. - Provide personalized advisory services, including ESOP diversification, investment recommendations, and tax-efficient planning. - Create, review, and optimize financial plans tailored to each client...

Posted 3 weeks ago

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Financial Planner 1% Club

0.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Company Overview One Centurion Pvt Ltd (The 1% Club) The 1% Club is a SEBI-registered Non-Individual Investment Adviser (RIA) dedicated to transforming the way individuals and families approach personal finance. Unlike traditional distributors who earn commissions from financial products, we follow a fee-only advisory model, ensuring that every recommendation we provide is unbiased, transparent, and always in the clients best interest. As a Non-Individual RIA, we operate as a professional advisory firm rather than as a single adviser. This allows us to bring together a team of qualified financial planners, researchers, and compliance professionals who collectively deliver the role of a Perso...

Posted 3 months ago

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