Financial Advisor

We are seeking a part-time or full-time Financial Advisor for our Lucknow office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review...

We are seeking a part-time Financial Advisor for our Nagpur office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review clients' financial...

**Responsibilities and duties** - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning - Assist in the development plans for the company - Maintain awareness of latest legislative...

Based on your performance for this job financial advisor **Job Types**: पार्ट-टाइम, फ़ुल-टाइम Part-time hours: 20 per week **Salary**: ₹१५,०००.०० per month Ability to Commute/Relocate: - Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required) **Speak with the...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

**Job Title**: Financial Advisor (Fresher) **Company**: ABFS **Location**: Lucknow, Uttar Pradesh **Job Type**: Regular / Permanent, Part-time, Full-time, Fresher **Part-time Hours**: 30 per week **Salary**: ₹16,000.00 - ₹24,000.00 per month **Benefits**: - Health insurance - Internet reimbursement - Life insurance - Provident Fund - Work from...

**Hiring for International Voice Process** Profile - Financial Advisor (Outbound Voice process) **Location - Lucknow (#workfromoffice )** Salary - 15K to 20K (based on your comms and interview) Qualification - Any Graduate/PG/Undergraduate (Freshers can also apply) **7:30 to 5:30 (US Shift)** **Job description** 1. Responsible for making outbound...

Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. - 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...

**Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...

Product - Life Insurance and Investment Plans Job Description-Product - Life Insurance and Investment Plansnsurance and Investment Plans ---------------------Product - Life Insurance and Investment Plans and Investment Plans Salary = 17500 **Responsibilities**: --------------------- - 1- Meet or exceed sales targets and revenue goals by actively seeking...

A Financial Adviser assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. **Job Types**: Full-time, Regular / Permanent,...

A Financial Adviser assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. **Job Types**: Full-time, Internship Contract...

The job description: Investment Advisor in a real estate company involves providing financial advice and guidance to clients or the company itself regarding real estate investment opportunities. Below is a general overview of the responsibilities typically associated with this role: - **Client Consultation**: - Meet with clients to understand their...

Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with - High rate of Growth upto Manager Level - Huge Rewards & incentive - Easy Work culture without any pressure **Job Type**: Permanent **Salary**: From ₹25,000.00 per month **Benefits**: -...

Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with - High rate of Growth upto Manager Level - Huge Rewards & incentive - Easy Work culture without any pressure **Job Type**: Permanent **Salary**: From ₹25,000.00 per month **Benefits**: -...

Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with - High rate of Growth upto Manager Level - Huge Rewards & incentive - Easy Work culture without any pressure **Job Type**: Permanent **Salary**: From ₹18,000.00 per month **Benefits**: -...

Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with - High rate of Growth upto Manager Level - Huge Rewards & incentive - Easy Work culture without any pressure **Job Type**: Regular / Permanent **Salary**: From ₹18,000.00 per...

Lead generation - Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with **High rate of Growth upto Manager Level** Huge Rewards & incentive **Easy Work culture without any pressure** **Job Type**: Permanent **Salary**: From ₹15,000.00 per...