Financial Advisor

Full Time @R K Groups posted 3 months ago in Consulting
  • D-59/234, Nirala Nagar, Mahmoorganj, Varanasi, Uttar Pradesh 221010, India View on Map
  • Post Date : April 25, 2026
  • Salary: ₹7000 - ₹15000
  • 0 Application(s)
  • View(s) 2
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Job Detail

  • Job ID 4563
  • Offered Salary  7000
  • Career Level  Student
  • Experience  Fresh
  • Industry  Management
  • Qualifications  Degree Bachelor

Job Description

Job Title: Financial Advisor

Summary:
Provide financial guidance to clients by assessing their needs and recommending suitable investment, insurance, and savings plans.

Key Responsibilities:

Understand client financial goals and risk profile
Create and manage personalized financial plans
Recommend investment and insurance products
Monitor portfolios and provide updates
Ensure compliance with regulations

Requirements:

Degree in Finance/Business or related field
Relevant certifications (e.g., CFP preferred)
Strong communication and analytical skills

Skills:
Financial planning, client management, sales, and problem-solving.

Required Skills

Accounts / Finance Thoda English

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