Wealth Advisor

Role Overview As a Wealth Advisor at Kedia Capital Services Private Limited, your primary responsibility will be to create customized financial plans, assist clients with investments, and provide wealth management services. You will be located in Delhi ITO Location, OH, and will analyze financial portfolios, advise clients on retirement planning, offer insights into market trends, and maintain client relationships to ensure their financial goals are met. Your role will focus on delivering high-quality personalized financial advice while building trust and fostering long-term client relationships. Key Responsibilities - Create customized financial plans for clients - Assist clients with investments and provide wealth management services - Analyze financial portfolios and advise clients on retirement planning - Offer insights into market trends - Maintain client relationships to ensure their financial goals are met Qualifications - Strong expertise in Financial Planning - Knowledge and experience in Investments and Finance - Proficiency in Wealth Management Services and client relationship management - Excellent communication and interpersonal skills - Ability to work collaboratively in an on-site setting and interact effectively with clients - Graduation or Bachelors degree in Finance, Economics, or related field - Proven track record of building and managing financial portfolios is preferred - Proficiency in using financial planning tools and platforms,