Financial Advisor

4 days ago

Chennai, Tamil Nadu, India Hire22 Full time ₹ 4,00,000 - ₹ 12,00,000 per year

We are seeking a
highly motivated and results-driven individual
to join our team as a
Part-Time Financial Advisor
. This hybrid role offers the flexibility to manage your own schedule while helping clients achieve their financial goals.

Key Responsibilities

  • Develop and maintain strong relationships with clients, understanding their financial goals and risk appetite.
  • Conduct in-depth financial assessments and create tailored financial plans.
  • Offer expert guidance on investments, insurance, retirement, and estate planning.
  • Review and optimize client portfolios to align with market trends and individual objectives.
  • Stay up to date on financial markets, regulations, and economic shifts.
  • Actively engage in networking, referrals, and community outreach to attract new clients.
  • Present comprehensive financial plans and investment strategies clearly and confidently.
  • Uphold compliance with all relevant regulations and ethical practices.
  • Collaborate with attorneys, accountants, and other professionals to provide holistic solutions.
  • Commit to continuous learning and development within the financial domain.

Eligibility Criteria

  • Bachelor's degree in
    Finance, Economics, Business Administration
    , or a related field (preferred).
  • 3–5 years of proven success in financial advisory or related services.
  • Strong grasp of
    investment strategies, financial planning, and market analysis
    .
  • Excellent
    communication, interpersonal, and presentation
    skills.
  • A proactive, business-minded attitude with focus on results.
  • Commitment to
    exceptional client service
    and ethical conduct.
  • Self-driven and capable of balancing multiple client relationships part-time.

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