Financial Advisor
21 hours ago
Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement.
- 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.
**Job Types**: Full-time, Permanent, Fresher
Pay: From ₹17,500.00 per month
**Benefits**:
- Health insurance
- Life insurance
- Provident Fund
Schedule:
- Day shift
- Monday to Friday
Supplemental Pay:
- Commission pay
- Performance bonus
- Yearly bonus
Work Location: In person
**Speak with the employer**
+91 9454622395
-
Financial Advisor
1 week ago
Lucknow, Uttar Pradesh, India Bajaj life insurance Full timeHere’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
7 days ago
Lucknow, Uttar Pradesh, India Aditya Birla Capital Full timePersonal 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 Aditya Birla Capital Full timePersonal 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 goals...
-
Financial Advisor
7 days ago
Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full timeThis 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 timeThis 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 timeThis 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
2 weeks ago
Lucknow, India Satrix Technologies Full time**job summary** **Financial Advisor responsibilities and duties** The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to. - Provide...
-
Financial Advisor
21 hours ago
Lucknow, India ICICI Prudential Life Insurance Full timeWe are seeking a part-time Financial Advisor for our Nagpur 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 clients' financial...
-
Analyst Financial Advisory Support
7 days ago
Noida, Uttar Pradesh, India Ameriprise Financial Full timeThe 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...
-
Financial Advisor/ Sales
7 days ago
Noida, Uttar Pradesh, India Wealth redefine Full time**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...