Financial Advisor

3 days ago

Chandigarh, India Assetian Full time

We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential. Our Expertise: With decades of combined experience, our team navigates the complex world of investments to deliver tailored financial solutions. We believe in a holistic approach to wealth management, starting with a comprehensive analysis of your financial situation, goals, and risk tolerance. Participation in various seminars organized by industry associations for networking and establishing connects with new clients ~ Contributing to news articles, newsletters, etc ~CFA (Level 1 or Level2) or MBA Finance with more than 3 years of experience Networking skills. Excellent English communication – written, verbal and presentation skills.

  • Financial Advisor

    2 weeks ago

    Chandigarh, India Wealth Pyramid Full time

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Financial Advisor, based in Chandigarh. The Financial Advisor will work closely with clients to assess their financial needs, develop customized financial plans, provide advice on investments, retirement planning, and other financial matters....

  • Financial Advisor

    2 weeks ago

    Chandigarh, India Wealth Pyramid Full time

    Company Description We suggest you enter details here.Role Description This is a full-time on-site role for a Financial Advisor, based in Chandigarh. The Financial Advisor will work closely with clients to assess their financial needs, develop customized financial plans, provide advice on investments, retirement planning, and other financial matters....

  • Financial Advisor

    2 weeks ago

    chandigarh, India Wealth Pyramid Full time

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Financial Advisor, based in Chandigarh. The Financial Advisor will work closely with clients to assess their financial needs, develop customized financial plans, provide advice on investments, retirement planning, and other financial matters....

  • Insurance Advisor

    2 weeks ago

    Chandigarh, India SBI LIFE Full time

    SBI LIFE ADVISOR Communicate With Customers And Sell Various Insurance,Analysing Clients Financial Condition And Offer Insurance & other financial products Accordingly. More info about this Insurance Advisor Job: 1. How much salary can I expect for this role? Ans. This is Comission based Job for everyone(Housewifes,Working professionals,Retired Service...

  • Financial Advisor

    4 days ago

    Chandigarh, India Assetian Full time

    Company DescriptionAt Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.Our Expertise: With decades of combined experience, our team...

  • Financial Advisor

    3 days ago

    Chandigarh, India Assetian Full time

    Company DescriptionAt Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.Our Expertise: With decades of combined experience, our team...

  • Financial Advisor

    2 days ago

    Chandigarh, India Assetian Full time

    Company DescriptionAt Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.Our Expertise: With decades of combined experience, our team...

  • Financial Advisor

    2 days ago

    chandigarh, India Assetian Full time

    Company DescriptionAt Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.Our Expertise: With decades of combined experience, our team...

  • Financial Advisor

    3 days ago

    Chandigarh, India Assetian Full time

    Company DescriptionAt Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.Our Expertise: With decades of combined experience, our team...

  • Financial Advisor

    3 days ago

    chandigarh, India Assetian Full time

    Company Description At Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential. Our Expertise: With decades of combined experience, our...