Financial Advisor

Company Description

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Role Description

This is a full-time or part time on-site role for a Financial Advisor located in Kakkanad . The Financial Advisor will be responsible for providing financial planning and investment advisory services to clients. The daily tasks include assessing clients' financial situations, developing tailored financial plans, and conducting retirement planning. The Financial Advisor will also be responsible for building and maintaining a client base, updating client information, and keeping up-to-date with financial markets and regulations.

Qualifications

• Proficiency in Financial Planning and Finance
• Experience in Retirement Planning and Investments
• Strong Financial Advisory skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Relevant certifications such as CFP (Certified Financial Planner) or equivalent is a plus
• Bachelor's degree in Finance, Economics, Business Administration, or related field

Skills Required

retirement planning, Investments, Financial Planning, Financial Advisory