Financial Advisor

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...

**Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

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 **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

**Key Responsibilities**: Job Title: Financial Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...

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 **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

**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...

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...

. **Financial Advisor - MSME Projects** Job Title: Financial Advisor - MSME Projects (MBA Finance / Semi-CA) Location: Gonda / Chitrakoot / Meerut (on-site) **Salary**: ₹40,000 - ₹50,000 per month **Job Type**: Full-Time Qualifications: - MBA in Finance / Semi-qualified CA / M.Com - Strong financial knowledge, communication, and analytical...

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...