Financial Advisor

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Listing updated

Pay
₹50,000–90,000 a month
Location
Kolkata, West Bengal
Work mode
On-site
Job type
Part time
Experience
3–8 yrs
Category
Finance

We are looking for an experienced Financial Advisor to provide expert advice and guidance to clients.

Apply now

About the role

As a Financial Advisor, your primary responsibility will be to evaluate clients' financial situations and recommend appropriate investment strategies. You will build long-lasting relationships with clients and help them achieve their financial goals through personalized financial planning.

This role is ideal for someone with a strong background in finance and excellent interpersonal skills. Our client values integrity and professionalism, and you will be part of a team that prioritizes client satisfaction and financial success.

If you have a passion for helping others and a track record of success in financial advisory roles, we encourage you to apply. Join our client in making a difference in the financial lives of individuals and families.

What you'll do

  • Assess clients' financial needs and goals.
  • Develop and implement investment strategies.
  • Maintain ongoing client relationships and provide advice.

What you'll need

  • Bachelor's degree in Finance or related field.
  • 3-8 years of experience as a financial advisor.
  • Strong analytical and communication skills.

Skills

Financial analysis Client relationship management Investment strategy development

Good to have

Knowledge of financial regulations Experience with financial planning software

Benefits

  • Competitive salary with commission structure.
  • Flexible working hours.
  • Ongoing training and professional development.

Interested in this role?

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

Apply now

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Questions about this job

What qualifications are necessary for this position?
A degree in Finance or related field and relevant certifications are preferred.
What will my responsibilities include?
You will assess client financial situations and develop personalized strategies.
Is this a full-time position?
No, this is a part-time role.

Listing last updated

Financial Advisor

₹50,000–90,000 a month

Apply