Wealth Advisor
6 days ago
About Us:
We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals.
Key Responsibilities:
- Mutual Fund Analysis & Advisory : Analyze customers' mutual fund portfolios and recommend suitable schemes based on their financial goals.
- Customer Engagement : Take customer calls to understand their needs, resolve queries, and provide tailored financial solutions.
- Holistic Financial Planning : Offer comprehensive advice on financial planning, tax management, and mutual fund investments.
- Team Training : Train and mentor a team of wealth advisors to enhance their knowledge and performance.
What We Offer:
- Flexible working hours.
- A dynamic, inclusive, and collaborative work environment.
- Opportunities for rapid growth and career advancement
- Health and Wellness Benefits
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Bengaluru, India Stack Wealth Full timeCompany Description Stack Wealth is a digital wealth management solution provider in Bengaluru. Our platform offers exclusive investment opportunities, personalized financial planning, and expert assistance to help everyday investors build wealth and grow their net worth. Our team comprises finance experts, AI specialists, data scientists, engineers,...
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Bengaluru, India Stack Wealth Full timeCompany DescriptionStack Wealth is a digital wealth management solution provider in Bengaluru. Our platform offers exclusive investment opportunities, personalized financial planning, and expert assistance to help everyday investors build wealth and grow their net worth. Our team comprises finance experts, AI specialists, data scientists, engineers,...
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Bengaluru, India Stack Wealth Full timeCompany DescriptionStack Wealth is a digital wealth management solution provider in Bengaluru. Our platform offers exclusive investment opportunities, personalized financial planning, and expert assistance to help everyday investors build wealth and grow their net worth. Our team comprises finance experts, AI specialists, data scientists, engineers,...