Financial Advisor

20 hours ago

Allahabad, India BizzBuzz Creations.com Full time

**Job Title**: Financial Advisor
**Experience Required**:
**Location**: Onsite
**Working Hours**: 9:00 AM to 6:00 PM

**Key Responsibilities**:

- Advise clients on investment strategies, retirement planning, savings, and asset management.
- Conduct financial needs analysis to tailor financial solutions for clients.
- Create and present comprehensive financial plans based on clients' goals and risk tolerance.
- Maintain regular contact with clients to keep them updated on their financial plans.
- Stay updated on financial markets, products, and legislation to provide accurate advice.
- Help clients with tax planning, estate planning, and debt management.
- Build and maintain strong relationships with clients to ensure client satisfaction and retention.

**Requirements**:

- Minimum of 2 years of experience as a Financial Advisor or in a similar role.
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- Strong understanding of financial products, including investments, insurance, and retirement funds.
- Excellent interpersonal and communication skills.
- Ability to analyze financial data and offer actionable advice.
- Certification such as CFP (Certified Financial Planner) is a plus.

**Working Conditions**:

- Full-time, onsite role.
- Office hours: 9:00 AM to 6:00 PM, Monday to Saturday

**Benefits**:

- Competitive salary and performance-based bonuses.
- Professional development opportunities.

**Job Types**: Full-time, Permanent

Pay: ₹15,000.00 - ₹30,000.00 per month

**Benefits**:

- Paid sick time

Schedule:

- Day shift
- Morning shift

Supplemental Pay:

- Performance bonus

**Experience**:

- total work: 2 years (required)

Work Location: In person

**Speak with the employer**
+91 9151041415

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