Financial Advisor

2 days 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 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 changes that may affect financial planning

**Financial Advisor qualifications and skills**
- 5+ years’ industry experience as a Financial Advisor
- CFP designation
- Bachelor’s Degree in Finance or related field
- Experience managing assets under management (AUM) of $10+ million
- Possess strong knowledge of the investment business and strong understanding of financial planning concepts
- Experience with financial planning software
- Excellent computer, interpersonal and communication skills

**Salary**: ₹9,537.18 - ₹36,225.24 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)

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