Company Description
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Role Description
This is a full-time on-site role for a Financial Advisor located in Gwalior. The Financial Advisor will be responsible for creating tailored financial plans for clients, offering advice on investments, savings, and retirement planning. Day-to-day tasks include conducting financial assessments, staying updated on market trends, and building strong relationships with clients to help them achieve their financial goals.
Qualifications
- Strong skills in Financial Planning, Finance, and Financial Advisory
- Expertise or experience in Investments and Retirement Planning
- Ability to analyze financial data and provide strategic advice
- Strong interpersonal and communication skills, with a client-focused approach
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Relevant certifications such as CFA, CFP, or equivalent (preferred)
- Demonstrated proficiency in financial software and tools
- Ability to work independently and collaboratively within a team environment
