Financial Advisor
2 days ago
Company Description
InCred Wealth is a modern, agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer an end-to-end investment product suite that is tethered to in-depth research, powered by technology, and delivered by a highly experienced and committed team. Our products and services include investment solutions across equity, fixed income, and alternatives, a sophisticated technology platform for advanced portfolio monitoring, investment banking solutions through InCred Capital, and estate planning services.
Role Description
This is a full-time on-site role located in Gurgaon for a Financial Advisor.
Qualifications
- Expertise in Investments and Financial Advisory
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently as well as part of a team
- Relevant licenses and certifications (e.g., NISM, CFP, CFA) are a plus
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