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Job Id
1128853 -
Company Type
Two Wheeler Dealer -
Job Type
Full Time -
Post Date
15 May 2024
Finance Advisor Job Opening in Kattakkada
Kattakkada, Kerala
Full Time
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Food & AccommodationNO
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Monthly Salary₹ 0 - ₹ 0
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Required GenderMale
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QualificationDegree
Job Description
A Financial Adviser assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. Personal financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.