Financial Advisor 314
13 hours ago
Job Title: Part-Time Financial Advisor
Location: [Remote ]
**Job Type**: Part-Time
Job Summary:
Key Responsibilities:
Assess clients’ financial needs, goals, and risk tolerance.
Provide financial guidance on investments, insurance, retirement planning, and wealth management.
Develop and present personalized financial plans.
Monitor clients’ financial situations and recommend adjustments as needed.
Stay updated on financial trends, tax laws, and investment opportunities.
Maintain strong client relationships and provide ongoing support.
Ensure compliance with financial regulations and company policies.
**Requirements**:
Bachelor's degree in finance, economics, accounting, or a related field (preferred).
Certification such as IRDAI, CFP, CFA, or Series 7 license (preferred but not always required).
Prior experience in financial advising, banking, or investment management.
Strong interpersonal and communication skills.
Ability to work independently and manage multiple clients
**Job Type**: Part-time
Pay: From ₹2,000.00 per month
Expected hours: No more than 14 per week
**Benefits**:
- Life insurance
- Work from home
Compensation Package:
- Performance bonus
Schedule:
- Monday to Friday
**Education**:
- Bachelor's (required)
**Experience**:
- total work: 1 year (required)
License/Certification:
- IRDA Licence (preferred)
Work Location: Remote
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