Financial Advisor

Careerwood Job Portal · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1 lakh a month
Location
Mangaluru, Karnataka
Work mode
Hybrid
Job type
Contract
Experience
3–7 yrs
Category
Finance

In hand: about ₹54,000–90,200 a month after PF and income tax (estimate). How it's worked out

Join our client's team as a Financial Advisor, providing expert financial guidance to clients in a hybrid work environment.

Apply now

About the role

As a Financial Advisor, you will collaborate with clients to create tailored financial plans that meet their individual goals. Your responsibilities will include evaluating clients' financial situations, providing investment strategies, and guiding them through various financial products.

This role is ideal for professionals skilled in building trust and rapport with clients. You will be part of a dedicated team that emphasizes strong client relationships and aims to improve financial literacy.

Our client offers a hybrid work model, providing flexibility while ensuring you have the necessary resources to succeed. Continuous training and support will be available to help you advance your skills and knowledge in the financial services industry.

What you'll do

  • Assess clients' financial needs and goals.
  • Develop personalized financial plans.
  • Provide ongoing support and advice to clients.

What you'll need

  • Bachelor's degree in Finance or a related field.
  • Certification as a financial planner or advisor.
  • Strong communication and interpersonal skills.

Skills

Knowledge of financial products and services. Excellent analytical and problem-solving abilities. Strong client relationship management skills.

Good to have

Experience in investment management.

Benefits

  • Attractive salary with performance incentives.
  • Professional development opportunities.
  • Flexible working hours.

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 do I need for this Financial Advisor role?
A degree in finance or related field, along with relevant certifications, is preferred.
What is the work mode for this position?
This is a hybrid role, combining remote and onsite work.
What are the main responsibilities of a Financial Advisor?
You will develop financial plans, offer investment advice, and maintain client relationships.

Listing last updated

Financial Advisor

₹60,000–1 lakh a month

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