Job Description
Were searching for a qualified financial advisor to join us in providing a balanced combination of professional investment management and personalized financial planning. The ideal candidate shares our commitment to carefully guided decision-making for portfolio management, estate planning, tax minimization, risk management, budgeting, generational wealth education, charitable giving, socially responsible investing, asset purchases, and sales. As a member of our advisory team, the financial advisor will work with like-minded professionals and continually focus on sharpening the skills and knowledge that put us at the top of our industry.
Responsibilities
Utilize the firms client-centered wealth management philosophy to guide advisory services for individual clients
Meet with clients to form a financial plan, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance
Analyze market performance, investments, and client data to develop strategies for meeting financial goals
Collaborate with other tax, legal, and insurance professionals to develop a clients entire financial roadmap and ensure progress in achieving goals
Review client accounts regularly to determine if adjustments are needed because of personal or financial changes
Interpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordingly
Other Details
Salary-28,000/- to 5+,000/-
Required Experience-0 To 2
Minimum Age-18
Requirements
Qualification Required-Diploma,B.tech,M.tech,ITI,Engineering,All Graduate,CA
Bachelors degree in finance business analytics or related business field is required
Work Department-Operation,Recruitment,Training
Work Industry-Pharmaceutical,Manufacturing,Plastic,Eron Steel,Telecom,Finance,Banking,IT
Skills-Excellent PC knowledge and ability to operate database systems
for more clarification contact to this number-++58+07+18
[email protected]
Regards
HR Placement Team
This job is provided by Shine.com
Responsibilities
Utilize the firms client-centered wealth management philosophy to guide advisory services for individual clients
Meet with clients to form a financial plan, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance
Analyze market performance, investments, and client data to develop strategies for meeting financial goals
Collaborate with other tax, legal, and insurance professionals to develop a clients entire financial roadmap and ensure progress in achieving goals
Review client accounts regularly to determine if adjustments are needed because of personal or financial changes
Interpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordingly
Other Details
Salary-28,000/- to 5+,000/-
Required Experience-0 To 2
Minimum Age-18
Requirements
Qualification Required-Diploma,B.tech,M.tech,ITI,Engineering,All Graduate,CA
Bachelors degree in finance business analytics or related business field is required
Work Department-Operation,Recruitment,Training
Work Industry-Pharmaceutical,Manufacturing,Plastic,Eron Steel,Telecom,Finance,Banking,IT
Skills-Excellent PC knowledge and ability to operate database systems
for more clarification contact to this number-++58+07+18
[email protected]
Regards
HR Placement Team
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Financial Adviser position is now open for candidates interested in the Fresher Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Fresher Jobs is a plus.
