Financial Advisor

17 hours ago

Lucknow, India Greenpavak Biotech Private Limited Full time

**Responsibilities and duties**
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Respond to prospective customer queries about financial planning
- Assist in the development plans for the company
- Maintain awareness of latest legislative changes that may affect financial planning

**Qualifications and skills**
- 5+ years’ industry experience as a Financial Advisor
- CFP designation
- Bachelor’s Degree in Finance or related field
- Experience managing assets under management (AUM) of $10+ million
- Possess strong knowledge of the investment business and strong understanding of financial planning concepts
- Experience with financial planning software
- Excellent computer, interpersonal and communication skills

**Salary**: ₹16,000.00 - ₹19,000.00 per month

**Benefits**:

- Food provided
- Health insurance

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Diploma (preferred)

**Language**:

- English (preferred)

  • Financial Advisor

    17 hours ago

    Lucknow, India ICICI Prudential Life Insurance Full time

    We are seeking a part-time or full-time Financial Advisor for our Lucknow office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review...

  • Financial Advisor

    2 weeks ago

    Lucknow, Uttar Pradesh, India Bajaj life insurance Full time ₹ 2,40,000 - ₹ 7,20,000 per year

    Here's a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...

  • Financial Advisor

    17 hours ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

  • Financial Advisor

    2 weeks ago

    Lucknow, Uttar Pradesh, India Bajaj life insurance Full time

    Here’s a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...

  • Hiring For Financial Advisor

    3 weeks ago

    Lucknow, India ADITYA BIRLA SUN LIFE INSURANCE COMPANY LIMITED Full time

    Financial AdvisorExperience 0 - 6 Years No. of Openings 100 Education Higher Secondary Role Financial Advisor Industry Type Banking / Financial Services / Stock Broking Gender ( Male / Female ) Job Country India Type of Job Full Time Work Location Type Work from Office Face interview location Aditya Birla Sun Life insurance co. Ltd. Unit No SE-1,...

  • Financial Advisor

    1 week ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

  • Financial Advisor

    1 week ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

  • Financial Advisor

    1 week ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

  • Financial Advisor

    1 week ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

  • Financial Advisor

    17 hours ago

    Lucknow, India Niftel Communication Full time

    **Hiring for International Voice Process** Profile - Financial Advisor (Outbound Voice process) **Location - Lucknow (#workfromoffice )** Salary - 15K to 20K (based on your comms and interview) Qualification - Any Graduate/PG/Undergraduate (Freshers can also apply) **7:30 to 5:30 (US Shift)** **Job description** 1. Responsible for making outbound...