Financial Advisor

UrbanHiring · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Bhubaneswar, Odisha
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Join our client's team as a Financial Advisor, where you will provide expert financial guidance to clients and help them achieve their financial goals.

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About the role

As a Financial Advisor, you will be responsible for assessing clients' financial situations and recommending appropriate investment strategies. You will conduct thorough market research to identify opportunities for investment and help clients make informed decisions. This role suits individuals with strong analytical skills and a passion for finance, as you will be working closely with clients to build long-term relationships.

You will be part of a dedicated team that values integrity and client satisfaction, providing a supportive environment for professional growth. If you have the motivation to drive results and the expertise to guide clients, this position is an excellent opportunity to advance your career in finance.

What you'll do

  • Assess clients' financial situations and develop personalized financial plans.
  • Conduct market research to identify investment opportunities.
  • Maintain and strengthen client relationships through regular follow-ups.
  • Provide ongoing support and advice to clients regarding their financial decisions.

What you'll need

  • Bachelor's degree in Finance, Business, or a related field.
  • Professional certification (e.g., CFP) is a plus.
  • Strong analytical and communication skills.

Skills

Financial analysis and planning skills. Excellent interpersonal and communication skills. Ability to work independently and as part of a team.

Good to have

Knowledge of investment products and markets. Familiarity with financial software tools.

Benefits

  • Competitive salary with performance-based bonuses.
  • Health and wellness programs.
  • Opportunities for professional development and training.

Interested in this role?

It takes about two minutes. Free to apply — UrbanHiring never asks candidates for money.

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Questions about this job

What are the primary responsibilities of the Financial Advisor?
You will assess clients' financial needs, recommend investment strategies, and help clients achieve their financial goals.
What is the required experience for this role?
Candidates should have 2 to 5 years of experience in financial advising or a related field.
Is this position remote or onsite?
This is an onsite position located in Vikas Nagar, Bhubaneswar.
What is the salary range for this position?
The salary range is between INR 40,000 to INR 70,000 per month, depending on experience.
How can I apply for this position?
Click "Apply Now" on this page to apply through UrbanHiring. UrbanHiring is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Advisor

₹40,000–70,000 a month

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