Financial Advisor

2 days ago

Mohali Punjab, India Assetian FinCop Full time

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include:

- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base

Pay: ₹12,299.23 - ₹50,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Experience**:

- total work: 2 years (required)

Work Location: In person

**Speak with the employer**
+91 9056797200

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