Financial Advisor

1 month 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. Our team of dedicated professionals works collaboratively to deliver personalized solutions tailored to each client's unique needs and aspirations.

**Job Description**:
As a Financial Advisor at Unity Share Company, you will play a pivotal role in helping clients navigate their financial journey and achieve financial security. You will provide personalized financial advice and guidance to individuals, families, and businesses, helping them make informed decisions about their investments, retirement planning, risk management, and estate planning.

**Responsibilities**:

- Conduct thorough financial assessments and analyze clients' financial situations, including income, expenses, assets, liabilities, and financial objectives.
- Develop comprehensive financial plans that align with clients' goals, risk tolerance, and time horizon.
- Provide expert advice on investment strategies, asset allocation, and portfolio management to help clients build and preserve wealth.
- Offer guidance on retirement planning, including 401(k) rollovers, IRA contributions, and pension optimization strategies.
- Educate clients on insurance products, such as life insurance, disability insurance, and long-term care insurance, to mitigate financial risks and protect their assets.
- Assist clients with estate planning, including wills, trusts, and beneficiary designations, to ensure their assets are transferred according to their wishes.
- Stay informed about market trends, economic developments, and regulatory changes that may impact clients' financial plans and investment decisions.
- Cultivate strong relationships with clients through regular communication, proactive outreach, and exceptional service.

**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 (required)

Ability to Relocate:

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

Work Location: In person

**Speak with the employer**

+91 8010820665


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