Financial Advisor
3 days ago
Company Description
Invesia Research Pvt. Ltd is a SEBI-registered research company providing data-driven market insights, equity research, and investment advisory services. With over 8 years of experience, we assist individuals and corporates in making informed financial decisions through transparent, actionable, and reliable research.
Role Description
This is a full-time on-site role for a Financial Advisor located in Indore. The Financial Advisor will be responsible for developing and maintaining financial plans, providing retirement planning advice, and managing investment portfolios. The role involves conducting financial analysis, advising clients on financial products, and ensuring clients' financial goals are met.
Qualifications
- Strong Financial Planning and Finance skills
- Expertise in Retirement Planning and Investments
- Proven experience in Financial Advisory
- Excellent analytical and problem-solving abilities
- Strong interpersonal and communication skills
- Bachelor's degree in Finance, Economics, or a related field
- Certifications such as CFP or CFA are a plus
- Ability to work independently and as part of a team
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