Financial Advisor

JobsForce India · recruiting for a confidential client

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Listing updated

Pay
₹40,000–65,000 a month
Location
Patna, Bihar
Work mode
On-site
Job type
Full time
Experience
3–6 yrs
Category
Finance

In hand: about ₹36,000–58,600 a month after PF and income tax (estimate). How it's worked out

Join our client's team as a Financial Advisor, helping clients reach their financial goals.

Apply now

About the role

As a Financial Advisor, you will guide clients on investment strategies, retirement planning, and risk management. Your role involves assessing clients' financial situations and crafting personalized plans to help them meet their financial goals.

This position is ideal for individuals with a solid finance background and a strong commitment to client service. You will stay updated on market trends, conduct financial analyses, and nurture client relationships, ensuring their financial objectives are met effectively.

Our client fosters a supportive environment that encourages professional growth and offers training opportunities to enhance your skills.

What you'll do

  • Advise clients on financial planning
  • Create customized investment strategies
  • Analyze financial data
  • Maintain client relationships

What you'll need

  • Bachelor's degree in Finance or related field
  • 3-6 years of experience in financial advisory
  • Certification as a financial planner is a plus

Skills

Strong analytical skills Excellent communication skills Client relationship management

Good to have

Knowledge of investment products Familiarity with financial software

Benefits

  • Attractive salary package
  • Performance-based bonuses
  • Training and development opportunities

Interested in this role?

It takes about two minutes. Free to apply — JobsForce India never asks candidates for money.

Apply now

Financial Advisor jobs in other cities

Questions about this job

What qualifications do I need to apply for this role?
Click "Apply Now" on this page to apply through JobsForce India. JobsForce India is recruiting for this role on behalf of a client employer.
What is the primary responsibility of a Financial Advisor?
To provide personalized financial advice and strategies to clients.
Is the role fully onsite?
Yes, this is an onsite position located in Boring Road, Patna.

Listing last updated

Financial Advisor

₹40,000–65,000 a month

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