Financial Advisor

Careerwood Job Portal · recruiting for a confidential client

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Pay
₹60,000–1 lakh a month
Location
Mumbai, Maharashtra
Work mode
On-site
Job type
Full time
Experience
3–5 yrs
Category
Finance

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

As a Financial Advisor, you will provide expert guidance to clients regarding their financial decisions and investments.

Apply now

About the role

As a Financial Advisor, you play a crucial role in helping clients navigate their financial journeys. Your expertise will empower clients to make informed decisions regarding investments, retirement planning, and wealth management. In this position, you will assess clients' financial situations, understand their goals, and develop tailored strategies that align with their aspirations.

In your daily activities, you will conduct comprehensive financial assessments and offer personalized advice on various financial products, including stocks, bonds, mutual funds, and insurance. Your ability to analyze market trends and economic factors will be vital in guiding clients toward sound investment opportunities. Building strong relationships with clients is essential, as trust and communication are key components of successful financial advising.

You will also stay updated on industry regulations and compliance requirements to ensure that your clients receive the best possible advice. As you grow in your role, you may have opportunities to mentor junior advisors and contribute to the overall growth of the advisory team.

About the Role

This position offers a rewarding career path with the potential for significant financial rewards based on performance. The hiring company values professional development and provides resources to enhance your skills and knowledge in the financial sector. If you are passionate about helping others achieve their financial goals and are looking for a dynamic work environment, this role may be the perfect fit for you.

What you'll do

  • Assess clients' financial needs
  • Develop financial plans
  • Monitor clients' portfolios

What you'll need

  • Bachelor's degree in Finance, Economics or related field
  • Certification as a Financial Planner

Skills

Interpersonal skills Analytical ability

Good to have

Experience with financial software

Benefits

  • Performance bonuses
  • Health benefits

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 is the Financial Advisor role?
The Financial Advisor position is a Full Time (Onsite) role based in Mumbai. Experience: 3–5 yrs. Key skills needed include Interpersonal skills, Analytical ability. Careerwood Jobs is recruiting for this role on behalf of a client employer — apply directly on this page.
What is the salary for the Financial Advisor position?
The Financial Advisor position offers a salary of INR 60,000 - INR 100,000/month. Additional benefits include Performance bonuses, Health benefits.
How do I apply for the Financial Advisor job?
You can apply for the Financial Advisor position directly through Careerwood Jobs. Click the "Apply Now" button on this page, fill in your details and upload your resume. This listing is open until Nov 13, 2026.
How many jobs are currently available in Mumbai?
There are currently 106 active job openings in Mumbai on Careerwood Jobs. Popular categories include Healthcare (38), IT (20), Sales (15), Marketing (14). Browse all jobs in Mumbai to find more opportunities.
How many Finance jobs are available right now?
There are currently 55 active Finance job openings listed on Careerwood Jobs. Top hiring locations for Finance roles include Bengaluru (28), Boston (13), Mumbai (12), Austin (2). Explore all Finance jobs to find your ideal role.
Are there Finance jobs available in Mumbai?
There are 12 active Finance job openings in Mumbai on Careerwood Jobs. View all Finance jobs in Mumbai to apply today.

Listing last updated

Financial Advisor

₹60,000–1 lakh a month

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