Financial Advisor

2 days ago


Sadashivanagar Bengaluru Karnataka, India Ethos Wealth Management Full time

We are looking for a disciplined Associate who will grow & become the Backbone of our Research Team.

**who can: Plan & Structure Financial Plans, Draft Investment Advisory Proposals, Create Product & Budget Notes**

**who understands: Personal Income Tax, Nuances of Real Estate, Stocks, Bonds, Insurance, Mutual Funds & REITs**
- **Goal Based Financial Planning** : Prepare ‘Comprehensive’ Plans for clients based on: Risk Appetite, Time Horizon, Goal Priority & Dependents
- **Investment Advisory Portfolio** : Recommended portfolio’s based on Asset Allocation Model, based on
- Risk, Time & Liquidity
- **Income Tax : Mutual Funds, Real Estate, FD’s, Insurance & Equities & Risk**: Help incorporate these aspects in to a family’s Investment, Financial & Retirement Plan
- **Monitor & Report Client Portfolios** : Actively Monitor client portfolio’s to ensure progress as planned & provide monthly Portfolio Report

Pay: ₹27,500.00 - ₹42,500.00 per month

**Experience**:

- Financial services: 1 year (required)

Work Location: In person


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