Wealth Management Advisor

Job Description You will be a Wealth Management Advisor based in Bhubaneswar, with opportunities to work remotely when necessary. Your responsibilities will include providing personalized financial planning services, advising on investment strategies, and assisting clients with retirement planning. Additionally, you will deliver wealth management services, analyze financial data, and offer tailored recommendations to help clients meet their financial goals. Key Responsibilities - Proficient in Financial Planning and Retirement Planning, including assessing client needs and developing comprehensive plans - Knowledge of Investments and Finance to advise clients on strategic portfolio management and market opportunities - Experience delivering Wealth Management Services by leveraging financial insights and tools - Strong analytical, communication, and interpersonal skills Qualifications - Bachelor's degree in Finance, Economics, Business, or a related field - Certification as a CFP (Certified Financial Planner) professional or equivalent is a plus Fresh MBA graduates with a passion for finance and sales are encouraged to apply. Job Description You will be a Wealth Management Advisor based in Bhubaneswar, with opportunities to work remotely when necessary. Your responsibilities will include providing personalized financial planning services, advising on investment strategies, and assisting clients with retirement planning. Additionally, you will deliver wealth management services, analyze financial data, and offer tailored recommendations to help clients meet their financial goals. Key Responsibilities - Proficient in Financial Planning and Retirement Planning, including assessing client needs and developing comprehensive plans - Knowledge of Investments and Finance to advise clients on strategic portfolio management and market opportunities - Experience delivering Wealth Management Services by leveraging financial insights and tools - Strong analytical, communication, and interpersonal skills Qualifications - Bachelor's degree in Finance, Economics, Business, or a related field - Certification as a CFP (Certified Financial Planner) professional or equivalent is a plus Fresh MBA graduates with a passion for finance and sales are encouraged to apply.