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Financial advisor
Financial advisor
Join the Financial advisor team as a Full Time Financial advisor on Erekrut, specializing in Financial advisor in the Financial Wealth industry. We are seeking talented individuals with a passion for Banking & Financial Services and educational qualifications ranging from Freshers (0-1) Years. Apply now on Erekrut to take the next step in your career with a leading global company.
0-3 Lakhs
Freshers (0-1) Years
Uttar Pradesh-Luckno..
Advisory Services
Vacancies- 100Interested Candidates - 270AdvisoryFinanceFinance and OperationsStock MarketTeam ManagementTime management+ 3 More
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Personal Details
Gender is required
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Work Experience is required
Industry is required
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Please select at least one skill
Financial advisor Screening Questions
Job role experience is required
Qualification is required
Responsibilities are required
This field is required.
Current Salary is required
Expected Salary is required
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Relocation preference is required
Recruiter
Ratings
3.7
out of 5
2397 Ratings
820
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Job Description
- Provide personalized financial guidance to clients based on their financial goals and objectives
- Develop comprehensive financial plans that incorporate investment strategies, retirement planning, tax planning, and estate planning
- Monitor and analyze clients' financial portfolios to ensure they are aligned with their goals
- Educate clients on various financial products and services that may benefit their financial situation
- Stay up-to-date on industry trends and regulations to provide clients with the most current and relevant advice
- Build and maintain relationships with clients to foster trust and loyalty
- Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning solutions
- Participate in networking events and seminars to attract new clients and expand the business
- Maintain proper documentation and records of all client interactions and financial recommendations
- Adhere to ethical and legal standards set forth by regulatory bodies to ensure client confidentiality and trust.
