Financial Advisor
2 days ago
Job Description We are seeking a highly motivated and results-driven individual to join our team as a Part-Time Financial Advisor. This hybrid role offers the flexibility to manage your own schedule while helping clients achieve their financial goals. Key Responsibilities - Develop and maintain strong relationships with clients, understanding their financial goals and risk appetite. - Conduct in-depth financial assessments and create tailored financial plans. - Offer expert guidance on investments, insurance, retirement, and estate planning. - Review and optimize client portfolios to align with market trends and individual objectives. - Stay up to date on financial markets, regulations, and economic shifts. - Actively engage in networking, referrals, and community outreach to attract new clients. - Present comprehensive financial plans and investment strategies clearly and confidently. - Uphold compliance with all relevant regulations and ethical practices. - Collaborate with attorneys, accountants, and other professionals to provide holistic solutions. - Commit to continuous learning and development within the financial domain. Eligibility Criteria - Bachelor's degree in Finance, Economics, Business Administration, or a related field (preferred). - 35 years of proven success in financial advisory or related services. - Strong grasp of investment strategies, financial planning, and market analysis. - Excellent communication, interpersonal, and presentation skills. - A proactive, business-minded attitude with focus on results. - Commitment to exceptional client service and ethical conduct. - Self-driven and capable of balancing multiple client relationships part-time.
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Financial advisor
4 weeks ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
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Financial Advisor
4 days ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
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Financial Advisor
3 days ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
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Financial Advisor
4 weeks ago
india, IN Tata AIA Life Part timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
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Financial Advisor
2 days ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
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Financial advisor
6 days ago
Chennai, India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
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Financial Advisor
2 weeks ago
Delhi, India kotak life Full timeJob Description Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Financial Advisor, located in Delhi, India. The Financial Advisor will be responsible for providing financial planning advice to clients, assisting with investment strategies, retirement planning, and overall financial advisory. They...
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Financial Advisor
2 days ago
Chennai Region, India LIC Full time ₹ 4,00,000 - ₹ 6,00,000 per yearWe are Hiring Financial Advisor for our Reputed Company Company Name : LIC Role : Financial Advisor IRDA Exam Fees 700rs Qualification : 10th pass, 12th, Diploma, Any Degree Good Salary Packages Attractive Incentives (upto 1-lakh) Duties Consults with clients and prospective clients to assess insurance needs, budget,...
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Financial Advisor
2 weeks ago
India, Anand SBI Life Insurance Co. Ltd. Full timeJob Description Company Description SBI Life Insurance Co. Ltd., founded in October 2000, is one of India's most trusted life insurance companies. It offers a range of products, including Protection, Pension, Savings, and Health solutions, serving millions of families across the country. SBI Life is committed to customer-first service, operational...
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Apply in 3 Minutes: Financial Advisor
2 weeks ago
Chennai, India HDFC Life Insurance Company ltd Full timeJob Description Company Description We suggest you enter details here. Role Description This is a full-time or part time on-site role for a Financial Advisor located in Kakkanad . The Financial Advisor will be responsible for providing financial planning and investment advisory services to clients. The daily tasks include assessing clients financial...
