Financial Advisor

Company Description

We suggest you enter details here.

Role Description

This is a full-time hybrid role for a Financial Advisor, based in Madurai with some flexibility for work from home. The Financial Advisor will be responsible for providing comprehensive financial planning services to clients, including analyzing financial data and developing strategies to meet their financial goals. The role involves advising clients on investments, retirement planning, and risk management solutions. The Financial Advisor will also maintain strong client relationships and ensure that clients are informed about their financial plans and progress.

Qualifications

• Expertise in Financial Planning and Retirement Planning to develop tailored strategies for clients
• Strong knowledge of Finance and Investments to identify and recommend suitable financial products
• Experience providing Financial Advisory services to guide clients in achieving financial objectives
• Excellent communication, interpersonal, and analytical skills
• Ability to work independently and collaborate within hybrid work settings
• Proficiency in financial software and tools is a plus
• Certified Financial Planner (CFP) certification or relevant financial qualifications preferrer