Urgent: Finance Advisor Administration Sales

6 days ago


Begusarai, Bihar, India OMNI Resource Full time

We are looking to hire a financial advisor to join our team You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market 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 Job Type Full-time Pay 16 000 00 - 20 000 00 per month Benefits Health insurance Provident Fund Work Location In person



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