Any
2 years ago
30 Applied
JOB ID:42284
Job details
Job Type
Freelance
Work From Home
Functional Area
Accounting / Finance / Tax / CS / Audit
Industry
Banking/Financial Services/Insurance
Education
B.Com-Commerce
Experience Required
1 - 12 Yrs
Salary
2.5 - 3 Lakhs
Key Skills Required
general insurance, mutual funds, smed
Other Skills Required
Languages
English,Hindi
Job Description
A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics, best practices, and pre-established financial plans.Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as a personal financial advisor, financial planner, financial adviser, financial service advisor and investment adviser.· Provide financial planning support to clients· Support investment professionals to cultivate client relationships· Prepare financial plans and check their accuracy· Respond to prospective customer queries about financial planning· Assist in the development plans for the company· Offer subject matter expertise to fellow Financial Advisors... See More
A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics, best practices, and pre-established financial plans.Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as a personal financial advisor, financial planner, financial adviser, financial service advisor and investment adviser.· Provide financial planning support to clients· Support investment professionals to cultivate client relationships· Prepare financial plans and check their accuracy· Respond to prospective customer queries about financial planning· Assist in the development plans for the company· Offer subject matter expertise to fellow Financial Advisors· Maintain awareness of latest legislative changes that may affect financial planningJob Type: Work from homeSalary : upto 3 laksIntrested candidates send resume jobs@webcrs.comcall : lakshmi @ 9739866089 See Less
About Company
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