Financial Planning Strategist

1 week ago


Gurgaon, Haryana, India GlassBridge Consulting Full time
Job Description

GlassBridge Consulting seeks a skilled Senior Financial Advisor to join our team.

The ideal candidate will have excellent communication and interpersonal skills, with a strong understanding of financial planning principles and investment products. Proficiency in income tax regulations and norms is also essential.

We are offering an estimated salary of ₹500,000 - ₹1,000,000 per annum for this role.

Key Responsibilities:
  • Scheduling appointments with clients to gather financial information and understand their objectives.
  • Conducting in-depth financial assessments to determine clients' financial goals, risk tolerance, and investment objectives.
  • Developing and presenting comprehensive financial plans, including retirement planning, investment strategies, and risk management.
Benefits:
  • Be your own boss and enjoy unlimited earning capacity.
  • Productivity-linked commission and flexible work-life balance.
  • Access to diverse products and learning opportunities from experienced leaders.
  • Recognition for outstanding performance.


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