Financial Advisor

21 hours ago


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

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


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