Financial Adviser

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

shah.priyanka7840@gmail.com

Regards

HR Placement Team

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