Financial Advisor

2 days ago


Bangalore City, India PMs globl Full time

Assessing clientsFinancial advisors evaluate clients' financial situations, including their assets, liabilities, cash flow, and tax status. Providing adviceThey offer strategic advice on financial products and services, such as investments, insurance, and tax laws. Developing plansFinancial advisors help clients plan for short- and long-term goals, such as saving for retirement or budgeting for education. Staying up to dateThey keep up with new products and law changes, and monitor market performance. Complying with regulationsThey study existing and proposed legislation to ensure compliance with national and local financial regulations. Building relationshipsThey cultivate client relationships and network to generate leads. Producing reportsThey produce financial reports and execute accurate reporting to enable sound analysis and financial recommendations. Meeting targetsThey meet performance and sales targets. Some skills that are important for a financial advisor include:Client relationship skills, Research skills, Analytical thinking, Interpersonal communication, Detail orientation, and Empathy. Financial Advisor Job Description Template - Monster.ComRegularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Kno...Monster.ComFinancial Adviser job description - Recruiting Resources - Workable2 Jun 2023 — What does a Financial Adviser do? A Financial Adviser assesses clients' financial situations, offers strategic advice on...Recruiting ResourcesPersonal Financial Advisors : Occupational Outlook HandbookPersonal financial advisors assess the financial needs of individuals and help them with decisions on investments



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