Financial Advisor

1 day ago


Sadashivanagar Bengaluru Karnataka, India Your Personal CFO Full time ₹ 84,000 - ₹ 5,04,000 per year

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

Job Description:

  • 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
  • Research Reports : Generate Weekly Client e-mailers, Product Notes, Budget Updates & content for facebook, Linkedin & blog
  • 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

Job Type: Full-time

Pay: ₹27, ₹42,500.00 per month

Experience:

  • Financial services: 1 year (Required)

Work Location: In person


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