Financial Advisor
10 hours ago
Job Title: Financial Advisor
Company: Unity Share Company
Location: turbhe
About Unity Share Company:
Unity Share Company is a leading financial services firm committed to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial planning, investment management, and wealth advisory services to our clients. Our team of dedicated professionals works collaboratively to deliver personalized solutions tailored to each client's unique needs and aspirations.
**Job Description**:
As a Financial Advisor at Unity Share Company, you will play a pivotal role in helping clients navigate their financial journey and achieve financial security. You will provide personalized financial advice and guidance to individuals, families, and businesses, helping them make informed decisions about their investments, retirement planning, risk management, and estate planning.
**Responsibilities**:
- Conduct thorough financial assessments and analyze clients' financial situations, including income, expenses, assets, liabilities, and financial objectives.
- Develop comprehensive financial plans that align with clients' goals, risk tolerance, and time horizon.
- Provide expert advice on investment strategies, asset allocation, and portfolio management to help clients build and preserve wealth.
- Offer guidance on retirement planning, including 401(k) rollovers, IRA contributions, and pension optimization strategies.
- Educate clients on insurance products, such as life insurance, disability insurance, and long-term care insurance, to mitigate financial risks and protect their assets.
- Assist clients with estate planning, including wills, trusts, and beneficiary designations, to ensure their assets are transferred according to their wishes.
- Stay informed about market trends, economic developments, and regulatory changes that may impact clients' financial plans and investment decisions.
- Cultivate strong relationships with clients through regular communication, proactive outreach, and exceptional service.
**Salary**: ₹15,000.00 - ₹20,000.00 per month
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
- Yearly bonus
**Experience**:
- total work: 1 year (preferred)
Ability to Commute:
- Thane, Maharashtra (required)
Ability to Relocate:
- Thane, Maharashtra: Relocate before starting work (required)
Work Location: In person
**Speak with the employer**
+91 8010820665
-
Financial Advisor
6 days ago
Thane, Maharashtra, India Prowess Headway Pvt. Ltd. Full time**Division**: Lead Management System - Financial Services **Designation**: Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**: 1-3 years **Roles & Responsibilities**: ∙Contact businesses and private individuals by telephone to promote services ∙Should be able to explain the product and its benefits to the...
-
Assistant Advisor
11 hours ago
Thane, India Bauva Finserv Full time**About the Role**: We are seeking a motivated and detail-oriented individual to assist our Financial Advisor. This role offers a unique opportunity to gain valuable experience in the financial industry and learn from a seasoned professional. Freshers and Experienced can also apply. **Responsibilities**: Administrative Support: - Manage and organize client...
-
Advisor - Client Financial Services
2 days ago
Thane, India WTW Full time**Principal Duties/Responsibilities** The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity. Primary responsibilities include: - Preparation of financial...
-
Advisor
15 hours ago
Thane, India WTW Full timeThis job is with WTW, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.DescriptionPrincipal Duties/ResponsibilitiesSound understanding of the business model, the full transactional process, and role interfaces / dependencies within the own business...
-
Advisor
2 hours ago
Thane, India WTW Full timeThis job is with WTW, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.DescriptionPrincipal Duties/ResponsibilitiesSound understanding of the business model, the full transactional process, and role interfaces / dependencies within the own business...
-
Advisor - Client Financial Services
2 days ago
Thane, India Willis Towers Watson Full timePrincipal Duties/Responsibilities The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity. Primary responsibilities include: - Preparation of financial statements...
-
Servicenow itam advisor
6 days ago
Thane, India People Prime Worldwide Full timeAbout Company: They balance innovation with an open, friendly culture and the backing of a long-established parent company, known for its ethical reputation. We guide customers from what’s now to what’s next by unlocking the value of their data and applications to solve their digital challenges, achieving outcomes that benefit both business and society....
-
Chief Financial Officer
1 week ago
Thane, India Supreme Engineering Ltd Full time**Objectives of this role** - Take responsibility (either directly or via staff) for all cash management, investments, insurance, budgeting, and financial reporting, and help drive the company’s financial strategy and hiring needs - Coordinate development of annual operating, capital, and program budgets, as well as reporting for the same - Ensure cash...
-
Career Advisor
3 weeks ago
Thane, MH, IN FPA Edutech Private limited Full timeJob Title Career Advisor Location Thane West Maharashtra Interested candidates can share their resume at sandra santhosh fpa edu in About FPA Edutech FPA Edutech is one of India s leading edtech institutes in Accounting and Finance offering globally recognized programs like ACCA CMA USA CFP CFA and Investment Banking With 17 years of expertise and 6 00 000...
-
Advisor
10 hours ago
Thane, India WTW Full timePrincipal Duties/Responsibilities Sound understanding of the business model, the full transactional process, and role interfaces / dependencies within the own business unit and related functions. Ensure adherence to Group policies and procedures. Adherence and manage assigned team fundamental activities in accordance with compliance requirements. Delivery...