Financial Advisor

2 days ago

Hinjewadi Pune Maharashtra, India Yoddhaa Defence Institute Full time

**Role Overview -**

We are seeking an experienced and highly knowledgeable Financial Advisor with 10-15 years of proven expertise in financial planning, investment management, and wealth advisory services. The role requires a seasoned professional who can manage high-value clients, provide strategic financial guidance, and contribute to the growth of the organization’s financial advisory practice.

**Key Roles & Responsibilities -**
- Provide comprehensive financial planning covering investments, retirement, insurance, taxation, and estate planning.
- Develop and maintain long-term relationships with high-net-worth individuals, families, and corporate clients.
- Conduct detailed risk assessments and portfolio reviews to ensure optimal asset allocation and wealth preservation.
- Offer strategic investment advice based on market trends, economic outlook, and client objectives.
- Ensure all financial plans comply with legal, tax, and regulatory requirements.
- Train, guide, and mentor junior financial advisors/associates.
- Collaborate with internal teams and external stakeholders (banks, fund managers, auditors, tax consultants).
- Continuously monitor financial markets, update clients, and proactively recommend adjustments to financial strategies.
- Contribute to business development by acquiring new clients and expanding the firm’s advisory services.
- Maintain strict confidentiality of client financial data and uphold ethical standards.

**Key Skills & Competencies -**
- Strong knowledge of financial planning, taxation, insurance, and investment products.
- Excellent analytical and problem-solving skills with strategic foresight.
- Superior communication, negotiation, and client relationship management skills.
- Ability to interpret and explain complex financial concepts in a clear, client-friendly manner.
- Leadership qualities to mentor junior team members and manage portfolios.
- Strong understanding of compliance, legal frameworks, and risk management.

**Qualifications & Experience -**
- Bachelor’s/Master’s degree in Finance, Economics, Business Administration, or related field.
- CFP, CFA, CA, CPA, or equivalent certification (preferred).
- 10-15 years of relevant experience in financial advisory, wealth management, investment banking, or related domains.
- Proven track record of managing large and diverse client portfolios.

Pay: ₹35,000.00 - ₹40,000.00 per month

Work Location: In person

**Speak with the employer**
+91 7776902289

  • Financial Advisor

    29 minutes ago

    Pune, India ASAAETA Full time

    **Financial Advisor Job Description** Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers. **Financial Advisor...

  • Financial Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Datamatics HR & Consultancy services Full time

    **Job Title**: Financial Advisor - Accounting Services **About Us**: Datamatics is a leading provider of comprehensive accounting services, dedicated to helping businesses in the UK optimize their financial operations. We are seeking a skilled Talent with strong communication abilities and a solid understanding of accounting principles to join our team and...

  • Senior Financial Advisor

    12 hours ago

    Pune, Maharashtra, India beBeeFinancePartner Full time ₹ 17,28,000 - ₹ 25,92,000

    Job Description We are seeking an experienced Finance Business Partner to provide commercial and financial decision support, challenge profitability, and drive performance improvements.The ideal candidate will be a trusted advisor to business leaders, providing analytical insights to drive change and improve efficiency.Key Responsibilities: Financial...

  • Mutual Fund Advisor

    3 days ago

    Lower Parel, Mumbai, Maharashtra, India BTW Financial Services & Imf Pvt Ltd Full time

    Job Profile: Mutual Fund Advisor Mode: Full time Joining: Immediate JOB PROFILE: MUTUAL FUND ADVISOR Client Relationship Management: - Client Acquisition. - Build and maintain strong relationships with a base of clients. - Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon. Financial...

  • Financial Sales Advisor

    3 days ago

    Andheri, Mumbai, Maharashtra, India City Credit Management LLP Full time

    **We Are Hiring - Tele Sales Advisor!** **Position**: Tele Sales Advisor **Salary**: ₹3.60 LPA - ₹5.40 LPA **Shift**:Day Shift (9 AM - 6:30 PM) **Work Schedule**: 6 days/week (1 Saturday off/month) **Responsibilities**: - Conduct outbound and inbound calls to individuals seeking guidance on debt management and financial planning. - Provide...

  • Chief Financial Advisor, Metro Bid

    3 days ago

    Pune, Maharashtra, India SYSTRA Full time

    : SYSTRA is one of the world's leading engineering and consulting groups specializing in public transport and mobility solutions. For over 65 years, the Group has been committed to helping cities and regions develop by creating, improving and modernizing their transport infrastructure and systems. Context: In India, SYSTRA is an international consulting...

  • Data Researcher L3

    2 weeks ago

    Mumbai, Maharashtra, India Forbes Advisor Full time

    **Company Description** Forbes Advisor** is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...

  • Associate - Data Researcher

    1 day ago

    Mumbai, Maharashtra, India Forbes Advisor Full time

    **Company Description** Forbes Advisor** is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...

  • Associate Content Producer

    2 weeks ago

    Mumbai, Maharashtra, India Forbes Advisor Full time

    **Company Description** Forbes Advisor** is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...

  • Data Researcher L1

    2 weeks ago

    Mumbai, Maharashtra, India Forbes Advisor Full time

    **Company Description** Forbes Advisor i**s a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...