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Wealth Advisor

Wealth Advisor

The Financialist

1 - 3 years

3 - 7 Lacs

Mumbai

Posted:1 month ago| Platform:

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Wealth Management Financial advisor Wealth advisor financial Planning

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Work from Office

Job Type

Full Time

Job Description

Role and Responsibilities: - Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile. - Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. - Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. - Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. - Offer continuous support to the clients throughout the year, addressing any questions, concerns, or inquiries they may have.

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The Financialist

Financial Media

New York

11-50 Employees

3 Jobs

Key People

John Smith

Editor-in-Chief
Jane Doe

Senior Financial Analyst

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Wealth Advisor