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Hiring For Financial advisor @ Aashtha Staffing

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 Hiring For Financial advisor

Job Description

    Were searching for a qualified financial advisor to join us in providing a balanced combination of professional investment management and personalized financial planning. The ideal candidate shares our commitment to carefully guided decision-making for portfolio management, estate planning, tax minimization, risk management, budgeting, generational wealth education, charitable giving, socially responsible investing, asset purchases, and sales. As a member of our advisory team, the financial advisor will work with like-minded professionals and continually focus on sharpening the skills and knowledge that put us at the top of our industry.

    Responsibilities
    Utilize the firms client-centered wealth management philosophy to guide advisory services for individual clients
    Meet with clients to form a financial plan, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance
    Analyze market performance, investments, and client data to develop strategies for meeting financial goals
    Collaborate with other tax, legal, and insurance professionals to develop a clients entire financial roadmap and ensure progress in achieving goals
    Review client accounts regularly to determine if adjustments are needed because of personal or financial changes
    Interpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordingly

    Other Details
    Salary-30,000/- to 50,000/-
    Required Experience-0 To 4
    Minimum Age-18

    Requirements:
    Qualification Required-Diploma,B.tech,M.tech,
    Bachelors degree in finance or related field
    Work Department-financial analyst
    Work Industry-Pharmaceutical,Pharma,Manufacturing,Auto Componant,IT
    Skills-Knowledge of the securities, insurance, and mutual fund industries
    for more clarification contact to this number-hidden_mobile

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    Regards
    HR Placement Team

Employement Category:

Employement Type: Full time
Industry: IT Services & Consulting
Role Category: Operations Management / Process Analysis
Functional Area: Not Specified
Role/Responsibilies: Hiring For Financial advisor

Contact Details:

Company: Aashtha Staffing
Location(s): Aurangabad,

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Keyskills:   business development operations data analysis management business analysis

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₹ 0 to 4 Yr

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