A Financial Advisor assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends.
Responsibilities:
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
Requirements:
Life and health license.
Valid driver’s license.
Knowledge of mutual funds, securities, and insurance industries.
Proficient in Word, Excel, Outlook, and PowerPoint.
Comfortable using a computer for various tasks.
Ability to provide quality financial advice.
Fresher 
17,500 - 65,000 Per Month 
Lucknow
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