Financial Advisor (Madhapur)

Financial Advisor We are looking for financial advisor, a finance qualified who helps us to manage money and achieve the long-term financial goals. he assess an financial status to create personalized plans for budgeting, investing, retirement, and tax strategies.
- Financial Assessment: Analyze client income, expenses, debts, and assets.
- Goal Setting: Develop tailored strategies for milestones like buying a home, funding education, or retiring comfortably.
- Investment Management: Recommend specific investment products (e.g., mutual funds, stocks, bonds) and manage portfolios.
- Risk & Tax Strategy: Evaluate a client's risk tolerance and propose tax-advantaged accounts.
- Client Retention: Build trust, contact clients regularly, and update plans to reflect changing life circumstances.
- Compliance: Ensure all advice and transactions meet regulatory and ethical standards
- Qualifications & Requirements
- Education: Bachelor’s degree in finance,
- Experience: 4-5 years Pay: ₹30,000.00
- ₹50,000.00 per month Work Location: In person Apply on Kit Job: kitjob.in/job/4miua5