Financial Advisor

5 months ago


Thane, India Unity share Full time

A job description for a financial advisor typically includes the following elements:
**Job Title**: Financial Advisor

**Job Summary**:
The financial advisor provides comprehensive financial planning and investment management services to clients. They assess clients' financial situations, develop personalized financial strategies, and offer guidance on wealth management, retirement planning, tax strategies, insurance needs, and estate planning.

**Responsibilities**:

- Conduct thorough financial assessments for clients to understand their financial goals, risk tolerance, and investment preferences.
- Develop customized financial plans tailored to each client's unique circumstances and objectives.
- Provide recommendations on investment strategies, asset allocation, and portfolio management.
- Monitor and review clients' financial plans regularly to ensure they remain aligned with their goals and adjust strategies as needed.
- Offer guidance on retirement planning, including advising on retirement savings accounts, pension plans, and Social Security benefits.
- Advise clients on tax-efficient investment strategies and potential tax implications of their financial decisions.
- Analyze insurance needs and recommend appropriate products such as life insurance, disability insurance, and long-term care insurance.
- Assist clients with estate planning, including wills, trusts, and beneficiary designations.
- Stay informed about market trends, economic developments, and regulatory changes that may impact clients' financial situations.
- Cultivate and maintain strong relationships with clients, providing ongoing support and addressing any questions or concerns they may have.

**Requirements**:

- Bachelor's degree in finance, economics, business, or a related field.
- Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC) preferred.
- Proven experience in financial planning, investment management, or related fields.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaborate effectively with team members.
- Knowledge of financial planning software and tools.
- Compliance with regulatory requirements and ethical standards in the financial industry.

**Benefits**:

- Competitive salary and performance-based bonuses.
- Health insurance, retirement savings plans, and other benefits.
- Opportunities for professional development and advancement.
- Rewarding work helping clients achieve their financial goals and secure their future.

**Salary**: ₹15,000.00 - ₹20,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Thane, Maharashtra (preferred)

Ability to Relocate:

- Thane, Maharashtra: Relocate before starting work (preferred)

Work Location: In person

**Speak with the employer**

+91 8010820665


  • Financial Advisor

    5 months ago


    Thane, India ItechMentor Full time

    Job Title: Financial Advisor Company: Unity Share Company Location: turbhe About Unity Share Company: Unity Share Company is a leading financial services firm committed to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial planning, investment management, and wealth advisory services to our clients....

  • Financial Advisor

    6 months ago


    Thane, Maharashtra, India Prowess Headway Pvt. Ltd. Full time

    **Division**: Lead Management System - Financial Services **Designation**: Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**: 1-3 years **Roles & Responsibilities**: ∙Contact businesses and private individuals by telephone to promote services ∙Should be able to explain the product and its benefits to the...


  • Thane, India Aastral International Full time

    **Job Title: Automobile Insurance advisor** **Location: Thane, Kalyan** **Job Type : Permanent** **Job description for Insurance advisor** **Responsibilities**: 1. **Client Consultation**:Conduct thorough consultations with clients to understand their insurance requirements, financial situation, and risk tolerance. 2. **Insurance Analysis**:Assess...

  • Compliance, Advisor I

    5 months ago


    Thane, India Fiserv, Inc. Full time

    **Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...


  • Thane, India WTW Full time

    **CA FRESHERS CAN APPLY** **Primary responsibilities include**: - Preparation of financial statements as well as client financial and management accounting - Managing and over-seeing regulatory and compliance issues - Preparation of Board Packs and client bench-marking analysis - Reviewing new client's business operations and work with the team that...

  • Aditya Birla Capital

    3 weeks ago


    Thane, India ADITYA BIRLA FINANCIAL SHARED SERVICES LIMITED Full time

    - Aditya Birla Capital has launched the B2D (Business to Distributor) initiative wherein a unified platform is being built for the Distributors within ABC such as Direct Sourcing Agents (DSAs), Independent Financial Advisors, Insurance Agents, Stock sub brokers and Mutual Fund Advisors.- This initiative aims to enhance the efficiency and effectiveness of our...

  • Home Loan Advisor

    5 months ago


    Thane, India Aloite Group Full time

    Company - ALOITE GROUP Position - Home Loan Advisor 10 Vacancy Locations-Mumbai - Western & Central, Thane, Navi Mumbai, KDMC Qualification - Any graduate CTC - 4 to 6 lpa Experience - Roles-IC Role (1-4Years exp) relevant experience required **Responsibilities**: Follow up with customers to provide desired loan solution. Will be responsible for...


  • Thane, India Supreme Engineering Ltd Full time

    **Objectives of this role** - Take responsibility (either directly or via staff) for all cash management, investments, insurance, budgeting, and financial reporting, and help drive the company’s financial strategy and hiring needs - Coordinate development of annual operating, capital, and program budgets, as well as reporting for the same - Ensure cash...

  • Articleship

    2 months ago


    Thane, India GenNext Strategy Advisor Full time

    **Job Title**: Articleship - Chartered Accountant (CA) **Location**: Thane **Department**: Finance & Accounts **Duration**: 3 Years (As per ICAI guidelines) **Reports to**: Senior Chartered Accountant / Manager **Job Summary**: **Key Responsibilities**: - **Audit Support**: - Assist in the preparation and execution of audits, including vouching,...

  • Articleship

    3 months ago


    Thane, India GenNext Strategy Advisor Full time

    **Job Title**: Articleship - Chartered Accountant (CA) **Location**: Thane **Department**: Finance & Accounts **Duration**: 3 Years (As per ICAI guidelines) **Reports to**: Senior Chartered Accountant / Manager **Job Summary**: **Key Responsibilities**: - **Audit Support**: - Assist in the preparation and execution of audits, including vouching,...

  • Admission Advisor

    5 months ago


    Thane, India Shikshadarpana Full time

    Highlighting the benefits of specific programs, and courses in order to attract students and encourage diversity on campus. - Helping students choose courses and extracurricular activities that will help them get into their chosen colleges or careers after graduation. - Staying current with admission processes and requirements, school programs, majors, and...

  • Admissions Advisor Edu

    5 months ago


    Thane, India Quantean Full time

    Highlighting the benefits of specific programs, and courses in order to attract students and encourage diversity on campus. - Helping students choose courses and extracurricular activities that will help them get into their chosen colleges or careers after graduation. - Staying current with admission processes and requirements, school programs, majors, and...

  • International Bpo

    5 months ago


    Thane, India Evertiz Solutions Full time

    Job Title: Senior Debt Settlement Advisor (Work From Office) Location: Mahape Navi Mumbai Department: FINANCIAL CONSULTING - KNOWLEDGE PROCESS OUTSOURCING Reporting Authority: TEAM LEADER / MANAGER - OPERATIONS working days - Monday - Friday Timings - 9PM - 6AM (US Shift) Job Purpose: The Senior Debt Settlement Advisor plays a pivotal role in our...

  • Ca Articleship Trainee

    3 months ago


    Thane, India S Panse Co LLP Full time

    For those who wants to pursue Articleship Training for Chartered Accountancy course have excellent opportunity to know the intricacies of **Financial Market**. This career opportunity involves exposure to the clients who are **Mutual Funds**, **Portfolio Managers, Alternative Investment Funds, Insurance Companies, Stock Exchanges**, etc. The area of work...

  • Assistant Executive

    3 months ago


    Thane, India Jobs communication Full time

    Experience : 3 years salary - 35000 to 40000 k in hand **Key Responsibilities**: Administrative Support: Managing the proprietor’s calendar, scheduling meetings, appointments, and travel arrangements. Maintaining and organizing the proprietor’s files and documents. Managing phone calls, taking messages, and directing calls appropriately. Financial...


  • Thane, India S Panse Co LLP Full time

    For those who wants to pursue Articleship Training for Chartered Accountancy course have excellent opportunity to know the intricacies of **Financial Market**. This career opportunity involves exposure to the clients who are **Mutual Funds**, **Portfolio Managers, Alternative Investment Funds, Insurance Companies, Stock Exchanges**, etc. The area of work...

  • Fresher Sales Advisor

    2 weeks ago


    Thane, India Helpmate solution Full time

    Job Title: Customer Sales Representative - IDFC Personal Loan Sales Location: Thane, Maharashtra **Salary**: INR 14,500 (Incentives based on sales performance) Shift: Day Shift Industry - BPO **Job Description**: Key Responsibilities: - Promote and sell IDFC Personal Loan products to prospective customers - Handle inbound and outbound customer calls to...

  • Sales Executive

    20 hours ago


    thane, India 5paisa Full time

    5paisa Capital is hosting a Walkin Drive for Sales Executive at their Thane location. Date :18th, 19th, and 21st of November 24 Time : 10am to 5pm. If interested, please share your resume on shubhangi.mahajan@5paisa.com. About the Role We are seeking passionate and goal-oriented individuals to join us as Team Members (Outbound). In this role, you will...

  • Sales Executive

    23 hours ago


    thane, India 5paisa Full time

    5paisa Capital is hosting a Walkin Drive for Sales Executive at their Thane location.Date:18th, 19th, and 21st of November 24Time :10am to 5pm.If interested, please share your resume onAbout the RoleWe are seeking passionate and goal-oriented individuals to join us as Team Members (Outbound). In this role, you will have the opportunity to make outbound...

  • Sales Executive

    1 day ago


    Thane, India 5paisa Full time

    5paisa Capital is hosting a Walkin Drive for Sales Executive at their Thane location.Date:18th, 19th, and 21st of November 24Time :10am to 5pm.If interested, please share your resume on About the RoleWe are seeking passionate and goal-oriented individuals to join us as Team Members (Outbound). In this role, you will have the opportunity to make outbound...