Financial Advisor
- Ms Shri Ram
- 15 to >25 Yrs
- Multi-City, India
- 3 years ago
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Job Description
We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Financial Advisor Responsibilities:
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Financial Advisor Requirements:
- Bachelor's degree in business, finance, or related field.
- 1-2 years of sales experience.
- Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
- Life and health license.
- Valid drivers license.
- Knowledge of mutual funds, securities, and insurance industries.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.
- Experience providing quality financial advice.
- Interested candidates should send his/her Resume Via:hidden_email
Employement Category:
Employement Type: Full timeIndustry: Oil & Gas / Petroleum Role Category: Oil & Gas EngineeringFinance / Accounts / Tax Functional Area: Not ApplicableRole/Responsibilies: Financial AdvisorContact Details:
Company: Ms Shri RamLocation(s): Multi-City, India
Keyskills: financial accounting financial management management accounting chartered institute of management accountants
Ms Shri Ram
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