Financial Advisor

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...

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...

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...

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...

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...

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...

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...

**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...

The candidate will be responsible to work with a dedicated advisor a team of financial advisors and staff to help provide outstanding service to our clients It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices This position will...

**Company Description** Wealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores. **Role Description** This is a full-time on-site role for a Financial...