Financial advisor
Experience
Salary
Location
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.
Designation
Financial advisor
Key Skills
Industry
Financial Wealth
Functional Area
Banking & Financial Services
Employment Type
Full Time
Education
Bachelor Degree
Job Type
Work From Office
Related Jobs
Software Developer
Code Curve Organization
Join the Code curve organization team as a Full Time Software developer at Erekrut, specializing in IT Service...
3-6 Lakhs
0-1 Years
Karnataka-..
Advisory
Hr Manager
I Wash Hub
Join the himself team as a Full Time hr manager at Erekrut, specializing in Textile industry. We are seeking ...
0-3 Lakhs
4-6 Years
Uttar Prad..
Advisory
HR RECRUITER
Achievers Organization
Join the Achievers Organization team as a Full Time HR RECRUITER at Erekrut, specializing in Healthcare indus...
6-10 Lakhs
1-3 Years
Uttar Prad..
Advisory
Frontend Developer
Augurs Technologies
Join the Augurs Technologies team as a Full Time Frontend Developer at Erekrut, specializing in IT Services an...
6-10 Lakhs
4-6 Years
Uttar Prad..
Advisory
Winter Internship For Freshers
My Nonu
Join the My Nonu Pvt Ltd. team as a Internship Winter Internship for Freshers on Erekrut, specializing in Wint...
0-3 Lakhs
0-1 Years
Delhi-Cent..
Advisory
