Financial Advisor

2 weeks ago

Pune, India ASAAETA Full time

**Financial Advisor Job Description**

Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers.

**Financial Advisor Responsibilities**:
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

Answering client questions about financial plans and strategies and giving financial advice.

Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

Implementing financial plans or referring clients to professionals who can help them.

Managing and updating client portfolios.

Contacting clients regularly to discover changes in their financial status.

Building and maintaining your client base.

**Financial Advisor Requirements**:
Bachelor's degree in business, finance, or related field.

0-2 years of sales experience.

Knowledge of mutual funds, securities, and insurance industries.

Proficient in Word, Excel, Outlook, and PowerPoint.

Comfortable using a computer for various tasks.

Experience providing quality financial advice.

**Job Types**: Full-time, Part-time, Fresher, Internship
Contract length: 6 months
Part-time hours: 40 per week

**Salary**: ₹10,000.00 - ₹36,748.86 per month

**Benefits**:

- Paid time off
- Provident Fund

Schedule:

- Day shift
- Flexible shift

Supplemental pay types:

- Commission pay
- Performance bonus

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

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