Financial Advisor

Careerwood Job Portal · recruiting for a confidential client

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Listing updated

Pay
₹70,000–1 lakh a month
Location
Gurugram, Haryana
Work mode
On-site
Job type
Full time
Experience
3–7 yrs
Category
Finance

In hand: about ₹63,100–90,200 a month after PF and income tax (estimate). How it's worked out

Join our client as a Financial Advisor to provide expert financial guidance and support to clients in achieving their financial goals.

Apply now

About the role

As a Financial Advisor, you will assess clients' financial needs and provide tailored advice to help them achieve their financial objectives. Your role will involve developing investment strategies, analyzing financial data, and maintaining strong client relationships to foster trust and satisfaction.

This position is ideal for experienced professionals with a passion for finance and helping clients succeed. You will collaborate with a team of financial experts and have access to a variety of tools and resources that support your advisory role.

Your ability to communicate complex financial concepts clearly will be essential in guiding clients through their financial journeys, ensuring they are well-informed and confident in their decisions.

What you'll do

  • Assess clients' financial needs and goals.
  • Develop personalized investment strategies.
  • Maintain strong client relationships.
  • Stay updated on market trends and investment products.

What you'll need

  • Bachelor’s degree in finance or related field.
  • Experience in financial advisory roles.
  • Strong understanding of investment products.

Skills

Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Knowledge of financial markets and investment strategies.

Good to have

Experience with financial planning software. Certifications like CFP or CFA.

Benefits

  • Attractive salary and commission structure.
  • Health and wellness benefits.
  • Continuous professional development opportunities.

Interested in this role?

It takes about two minutes. Free to apply — Careerwood Jobs never asks candidates for money.

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Questions about this job

What are the key responsibilities of a Financial Advisor?
You will assess clients' financial needs and develop tailored investment strategies.
Is this position onsite or remote?
This is an onsite position based in Gurugram.
What qualifications are required?
A degree in finance or a related field and relevant experience are required.
What tools will I be using?
You will have access to various financial analysis tools and resources.
Are there opportunities for professional growth?
Yes, there are many opportunities for advancement in this role.

Listing last updated

Financial Advisor

₹70,000–1 lakh a month

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