Posted 09 July, 2026
FINANCIAL ADVISOR
TestHiring
Pune, MH, IN
Full Time
Reference: 4a2a683dbe5de1de
Job Description
- Develop and maintain long-term client relationships.
\n - Conduct financial needs analysis and assess risk tolerance.
\n - Recommend suitable investment, insurance, and wealth management solutions.
\n - Create personalized financial plans covering savings, investments, retirement, and estate planning.
\n - Monitor client portfolios and provide performance updates.
\n - Stay updated on financial products, market trends, tax laws, and regulatory requirements.
\n - Educate clients about mutual funds, stocks, bonds, fixed deposits, and other investment options.
\n - Generate new business through referrals, networking, and seminars.
\n - Collaborate with tax and legal specialists to provide comprehensive solutions.
\n - Ensure compliance with regulatory and ethical standards.
\n - Prepare and present financial reports and recommendations to clients.
\n - Bachelor's Degree.
\n - Minimum Age: 30 years.
\n - Strong communication and interpersonal skills.
\n - Interest in financial planning, investments, and insurance advisory.
\n - Ability to build and maintain client relationships.
\n - Knowledge of financial products and wealth management concepts is beneficial.
\n - Self-motivated and goal-oriented mindset.
\n - Ability to work on a commission-based model.
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