Senior Financial Advisor

Company Description

1CR Club is a comprehensive wealth management and financial advisory platform designed to help individuals and families plan, invest, and prosper with confidence. We offer personalized roadmaps for financial independence, execute investments seamlessly, and provide proven strategies and expert guidance for wealth growth. Our end-to-end financial solutions cater to both personal and business needs, including business and personal financial planning, investment advisory, insurance planning, and tax and estate planning.

Role Description

This is a full-time, on-site role for a Senior Financial Advisor located in New Delhi. The Senior Financial Advisor will be responsible for creating and implementing personalized financial plans, providing investment advice, and guiding clients on achieving financial independence and growth. Daily tasks include financial planning, retirement planning, investment management, and offering expert financial advisory services tailored to both personal and business needs.

Qualifications

• Experience in Financial Planning and Retirement Planning
• Strong background in Finance and Investments
• Proven expertise in providing Financial Advisory services
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Ability to work independently and collaboratively in a team
• Relevant certifications such as CFP (Certified Financial Planner) are a plus
• Bachelor’s degree in Finance, Economics, or a related field