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Finance Advisor

Finance Advisor

ConfidentialNasik, Kolkata
3 days ago
Job description

Description

We are seeking a Finance Advisor to join our team in India. This is a fantastic opportunity for freshers or entry-level candidates who are passionate about finance and eager to help clients achieve their financial goals.

Responsibilities

  • Assist clients in managing their finances and investments
  • Provide financial planning and investment advice
  • Analyze clients' financial status and create tailored financial strategies
  • Stay updated on financial markets and investment opportunities
  • Help clients with budgeting and retirement planning
  • Conduct risk assessments to identify potential financial threats
  • Prepare financial reports and present findings to clients

Skills and Qualifications

  • Strong understanding of financial principles and investment strategies
  • Excellent analytical and problem-solving skills
  • Effective communication and interpersonal skills
  • Proficiency in financial software and tools
  • Ability to work independently and as part of a team
  • Strong organizational and time management skills
  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • Certification in financial planning or investment advisory (e.g., CFP, CFA) is a plus

    • Education

    Bachelor of Commerce (B.Com), Bachelor of Business Administration (B.B.A), Bachelor Of Computer Application (B.C.A), Bachelor of Arts (B.A), Bachelor Of Technology (B.Tech / B.E)

    Skills Required

    Financial Analysis, investment strategies, Risk Assessment, Tax Planning, Budget Management, Portfolio Management, Market Research, Client Relations, Regulatory Compliance, Financial Modeling

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    Finance • Nasik, Kolkata