Financial Advisor-fresher

Role Description

This full-time, on-site Financial Advisor role is based in Gurugram. The chosen candidate will work on assessing financial goals for clients, creating tailored financial plans, and advising on a range of financial products and services. Responsibilities include providing investment advice, developing retirement plans, and staying up to date on financial market trends. Collaborative communication with clients to maximize their financial outcomes is key to success in this position.

Qualifications

• Proficiency in Financial Planning and accurate management of financial goals.
• Sound knowledge of Finance and Investments, including current market trends.
• Experience or foundational understanding of Retirement Planning strategies.
• Skills in providing Financial Advisory services to enhance client portfolios.
• Strong interpersonal and communication abilities to build and maintain client relationships.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred.
• Analytical skills and a results-driven mindset to deliver effective financial solutions.
• Relevant certifications such as CFP (Certified Financial Planner) will be an advantage