Urgent Hiring For Financial Planner

FINTOO; Mumbai; On-site; INR 3,00,000 - 8,70,000; Full time

Job summary

A financial advisory firm in Mumbai is seeking a Wealth Manager to understand clients' financial needs and provide tailored advice regarding financial planning and investment strategies. The ideal candidate should have an MBA in Finance and experience in preparing financial plans. The role offers a competitive salary and the opportunity to help clients achieve their financial goals.

Qualifications

• Experience in providing financial advice to clients.
• Skilled in preparing financial plans and presenting them.
• Understanding of various financial products.

Responsibilities

• Understand clients' financial needs and provide tailored advice.
• Prepare and present financial plans to assist clients in achieving their financial goals.

Skills

Financial planning

Investment planning

Insurance advice

Education

MBA/PGDM in Finance

Job description

Posted: 1 week ago Openings: 1 Applicants: 100+

Understand Clients financial needs.Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals.Prepare Financial plans for clients and present them

Role Category: Trading, Asset & Wealth Management

Education

PG: MBA/PGDM in Finance

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory
platform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planning solutions followed by investment execution to complete the circle.

Beware of imposters!

Naukri.com does not promise a job or an interview in exchange of money. Fraudsters may ask you to pay in the pretext of registration fee, Refundable Fee…Read more

Posted by Wrixty Services

Leading Client

Posted by ACME SERVICES PRIVATE LIMITED

Wealth Manager

Leading Client

Posted by Contactx Resource Management Pvt. Ltd.

Compare salaries of Financial Planner with similar companies.

Avg. salary - 5 LPA

Min 3 LPA Max 8.7 LPA

Compare salaries of Financial Planner with similar companies. Avg. salary - 5 LPA Min 3 LPA Max 8.7 LPA Powered by

Services you might be
interested in

Services you might be
interested in Know more

Resume Display

Increase your profile visibility to recruiters upto 3 times

Get a Featured Profile, Stand out and get noticed in recruiter eyes.