Financial services company jobs - Financial Advisor
Financial Advisor
Fresher
10,000 - 30,000 Per Month
Posted:
1 Year ago
Views:
Applications:
Openings:
1
Job Description
We are seeking a dynamic and experienced Financial Advisor to join our team. The ideal candidate will be responsible for providing sound financial advice, developing financial plans, and managing client portfolios. This role requires strong analytical skills, excellent interpersonal abilities, and a thorough understanding of financial products and markets.
**Key Responsibilities:**
- **Client Relationship Management:**
- Develop and maintain long-term relationships with clients.
- Conduct regular client meetings to review financial status, goals, and investment strategies. - Provide ongoing support and advice to clients, ensuring their financial needs are met.
- **Financial Planning:**
- Analyze clients' financial status, including income, expenses, assets, liabilities, and risk tolerance.
- Create personalized financial plans addressing retirement, education, estate planning, tax optimization, and insurance needs.
- Update and adjust financial plans based on clients' changing circumstances and market conditions.
- **Investment Management:**
- Develop investment strategies aligned with clients' objectives and risk tolerance.
- Monitor and manage client investment portfolios, ensuring alignment with financial plans.
- Conduct regular portfolio reviews and rebalancing as necessary.
- **Market Analysis:**
- Stay informed about financial markets, economic trends, and regulatory changes.
- Provide clients with insights and recommendations based on market conditions.
- **Compliance and Reporting:**
- Ensure all financial planning activities comply with regulatory requirements and company policies.
- Maintain accurate and up-to-date client records.
- Prepare detailed financial reports and presentations for clients.
**Qualifications:**
- Strong knowledge of investment products, financial planning, and wealth management.
- Strong knowledge of investment products, financial planning, and wealth management.
- Excellent analytical and problem-solving skills.
- Exceptional interpersonal and communication skills.
- Proficiency in financial planning software and Microsoft Office Suite.
**Skills:**
- Ability to build and maintain strong client relationships.
- Ability to build and maintain strong client relationships.
- High level of integrity and ethical standards.
- Strong organizational and time management skills.
- Ability to work independently and as part of a team.
- Detail-oriented with a focus on accuracy.
**Benefits:**
- Competitive salary and performance-based bonuses.
- Competitive salary and performance-based bonuses.
- Professional development opportunities.
- Supportive and collaborative work environment.
Job Particulars
Education
B.Com, BA, BBA/BBM, 12th Pass (HSE)
Who can apply
Freshers
Hiring Process
Face to Face Interview
Employment Type
Full Time
Job Id
1674405
Job Category
BSc/BCA/BBM , Finance & Accounting , Work from Home
Locality Address
Vile Parle West
State
Maharashtra
Country
India
About Company
Financial services company
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