Financial Advisor

3 days 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 Responsibilities**:
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

Answering client questions about financial plans and strategies and giving financial advice.

Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

Implementing financial plans or referring clients to professionals who can help them.

Managing and updating client portfolios.

Contacting clients regularly to discover changes in their financial status.

Building and maintaining your client base.

**Financial Advisor Requirements**:
Bachelor's degree in business, finance, or related field.

0-2 years of sales experience.

Knowledge of mutual funds, securities, and insurance industries.

Proficient in Word, Excel, Outlook, and PowerPoint.

Comfortable using a computer for various tasks.

Experience providing quality financial advice.

**Job Types**: Full-time, Part-time, Fresher, Internship
Contract length: 6 months
Part-time hours: 40 per week

**Salary**: ₹10,000.00 - ₹36,748.86 per month

**Benefits**:

- Paid time off
- Provident Fund

Schedule:

- Day shift
- Flexible shift

Supplemental pay types:

- Commission pay
- Performance bonus

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

  • Financial Advisor

    1 week ago

    Pune, Maharashtra, India Smiles Placements Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    FOR A WELL ESTABLISHED GROUP IN CAMP PUNE INTO VARIOUS SECTORS LIKE REAL ESTATE /CONSTRUCTION /HEALTHCARE /MANUFACTURING ETC NEEDED A FINANCIAL ADVISOR /BUDGET PLANNER FROM THE SIMILAR INDUSTRY WORKING FOR A REAL ESTATE COMPANY Required Candidate profileTHE DESIRED CANDIDATE MUST BE HAVING A FINANCIAL ADVISORY BACKGROUND ALONG WITH BUDGET PLANNING ETC ABLE...

  • Financial Advisor

    1 day ago

    Pune, Maharashtra, India PrimeWealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

  • Financial Advisor

    2 weeks ago

    Hinjewadi, Pune, Maharashtra, India Yoddhaa Defence Institute Full time ₹ 48,00,000 per year

    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...

  • Independent Financial Advisor

    1 week ago

    Kothrud, Pune, Maharashtra, India techgene solutions Full time

    **Require Relationship Manager (IIFA) for INDIA INFOLINE LTD** **CTC upto 8LPA + INCENTIVES** **Details are given below** **Acquisition & Managing IFA's base for Business Development & Marketing of Mutual Funds across fund houses, PMS,AIF, Structure Products, Company Fixed Deposits Bonds, NCD, IPOs, Direct Equity, Life Health and General Insurance & Loan...

  • Equity Advisor

    1 day ago

    Pune, India A2Tech Consultants Full time

    **Job Description - Equity Advisor** **Company Name**: Motilal Oswal Finance Service ltd **Designation**: Equity Advisor **Location**: Shivaji Nagar, Pune **Salary:Upto 5.5 LPA** **About Company**: “ **Motilal Oswal Financial Services Ltd** (MOFSL) was set up by **Motilal Oswal** and **Raamdeo Agrawal** as a broking house in 1987. The company is...

  • Project Financial Advisor

    3 days ago

    Pune, India Hitachi Vantara Corporation Full time

    **Meet our Team** Our 5 member strong Global Services Finance team supports managed services and professional services business globally. While this team present financial advises to business partners to run business smoothly and to avoid/manage any financial risk in this chellanging environment, we do also help business to optimize the cost and find the...

  • Financial Advisor

    2 weeks ago

    Pune, India Provatosoft Pvt.Ltd Full time

    Guide people from all sectors to fo their efficient financial planning. **Job Types**: Part-time, Contractual / Temporary, Freelance Part-time hours: 3 per week **Benefits**: - Work from home Schedule: - Day shift Supplemental pay types: - Commission pay - Performance bonus - Quarterly bonus **Speak with the employer** +91 9850839763

  • Equity Advisor

    2 weeks ago

    Pune, India Aurnid Financial Services Pvt Ltd Full time

    **Role - Equity Dealer/Advisor** **CTC- up to - 2,00,000-4,00,000** **Branch Dealing** **Key responsibilities and accountability** Responsible to generate brokerage primarily through advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for the short/ medium term. New client acquisition - to...

  • Financial Advisor

    3 days ago

    Erandwane, Pune, Maharashtra, India AARTH CAAPITAL Full time ₹ 1,44,000 - ₹ 3,60,000 per year

    We are looking for a motivated and energetic Mutual Fund Executive / Relationship Officer to join our growing team at AarthCaapital. This is a great opportunity to start or grow your career in financial services.Job Types: Full-time, FresherPay: ₹12, ₹25,000.00 per monthWork Location: In person

  • Higher Education Advisor

    3 days ago

    Pune, Maharashtra, India ADA Tech Solutions Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    A Higher Education Advisor provides guidance and support to students in navigating the process of higher education, including selecting appropriate colleges and universities, applying for admissions, and understanding the requirements Required Candidate profileAdvise students on choosing the right higher education institutions based on academic interests,...