The Financialist - Wealth Advisor (0-2 Yrs) Metros/Mumbai (BFSI Sales)

The job entails being a part of the advisory team that provides comprehensive financial planning to clients regarding their overall financial well-being needs. The advice should be coherent with the principles of financial planning, keeping the client s risk profile, goals, and milestones in mind. Wealth advisors assess a client s financial needs, including retirement, saving for education, home buying, vacation planning, budgeting, debt reduction, or wealth maximization among other goals.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. (ref:updazz.com)

Payroll Type : Permanent