Financial Advisor

8 hours ago

Sadashivanagar, India Your Personal CFO Full time

We are looking for a disciplined Associate who will grow & become the Backbone of our Research Team.

who can: Plan & Structure Financial Plans, Draft Investment Advisory Proposals, Create Product & Budget Notes

who understands: Personal Income Tax, Nuances of Real Estate, Stocks, Bonds, Insurance, Mutual Funds & REITs

Job Description:

  • Goal Based Financial Planning : Prepare 'Comprehensive' Plans for clients based on: Risk Appetite, Time Horizon, Goal Priority & Dependents
  • Investment Advisory Portfolio : Recommended portfolio's based on Asset Allocation Model, based on- Risk, Time & Liquidity
  • Research Reports : Generate Weekly Client e-mailers, Product Notes, Budget Updates & content for facebook, Linkedin & blog
  • Income Tax : Mutual Funds, Real Estate, FD's, Insurance & Equities & Risk: Help incorporate these aspects in to a family's Investment, Financial & Retirement Plan
  • Monitor & Report Client Portfolios : Actively Monitor client portfolio's to ensure progress as planned & provide monthly Portfolio Report

Job Type: Full-time

Pay: ₹27, ₹42,500.00 per month

Experience:

  • Financial services: 1 year (Required)

Work Location: In person

  • Financial Advisor

    2 days ago

    Sadashivanagar, Bengaluru, Karnataka, India Ethos Wealth Management Full time

    We are looking for a disciplined Associate who will grow & become the Backbone of our Research Team. **who can: Plan & Structure Financial Plans, Draft Investment Advisory Proposals, Create Product & Budget Notes** **who understands: Personal Income Tax, Nuances of Real Estate, Stocks, Bonds, Insurance, Mutual Funds & REITs** - **Goal Based Financial...

  • Financial Advisor

    2 days ago

    Sadashivanagar, Bengaluru, Karnataka, India Your Personal CFO Full time ₹ 84,000 - ₹ 5,04,000 per year

    We are looking for a disciplined Associate who will grow & become the Backbone of our Research Team.who can: Plan & Structure Financial Plans, Draft Investment Advisory Proposals, Create Product & Budget Noteswho understands: Personal Income Tax, Nuances of Real Estate, Stocks, Bonds, Insurance, Mutual Funds & REITsJob Description:Goal Based Financial...