Highly Skilled Financial Advisor Wanted

1 day ago


Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,20,00,000

Job Title: Financial Advisor

We are seeking a highly skilled financial advisor to join our organization. As a fee-only advisory firm, we provide unbiased and transparent financial recommendations to our clients.

The ideal candidate will have strong communication skills, experience in investment advisory, wealth management, and mutual funds, as well as knowledge of CFA/CFP certifications. Our mission is to empower individuals with clarity and confidence in their financial decisions.

Key Responsibilities:

  • Manage end-to-end client relationships by adhering to the financial planning process and embodying our core values.
  • Conduct engaging conversations with clients on a daily basis, focusing on understanding their needs and goals.
  • Assist clients in achieving their financial aspirations by identifying challenges, collaborating on solutions, and implementing and monitoring strategies.
  • Oversee investment portfolios and align them with clients' financial objectives through meticulous planning and execution.

Requirements:

  • Graduate in Commerce / Finance or related field.
  • NISM XA and XB certifications
  • CFA/CFP (preferred)
  • Strong communication skills to effectively engage with clients and convey complex financial concepts.


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