As a Financial Advisor, you will play a crucial role in assisting clients with their financial planning and investment needs. You will provide personalized financial guidance and support to help clients achieve their financial goals.
Duties
Analyze clients' financial situations and goals
Develop comprehensive financial plans
Provide investment advice and recommendations
Assist clients in managing their portfolios
Monitor financial market trends and conduct research
Stay updated on securities law and tax regulations
Offer guidance on wealth management strategies
Collaborate with clients on retirement planning
Conduct sales of financial products and services.
Experience
0 - 1 Years
No. of Openings
10
Education
12th Pass
Role
Finance Advisor
Industry Type
Accounting / Finance
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Walk-in interview location
2nd floor Urbanac Business Park, Plot no 41, Vibhuti khand Gomtinagar, Lucknow UP PIN- 226010 Landma