Financial Advisor

Role Description

This is a part-time hybrid role for a Financial Advisor located in Srinagar, with some remote work flexibility. The role involves day-to-day Financial Advisory tasks such as financial planning, retirement planning, and investment advice. The candidate will have to provide financial guidance and make recommendations to clients to help them meet their financial goals. The role also requires working with other departments within Max Life to ensure an optimal customer experience.

Qualifications

• Financial Planning and Retirement Planning skills
• Finance and Investments skills
• Experience in Financial Advisory
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, or related field
• A recognized certification in financial advising such as CFP, CFA, or ChFC is a plus

(Ref:www.freshersworld.com,freshersworld)