Company Description
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Role Description
This is a full-time role located in Thane, with flexibility for remote work. As a Financial Advisor at Growmore Investments, you will be responsible for providing financial guidance and advice to clients. Your main tasks will include assessing client goals and objectives, reviewing financial documents, analyzing investment options, and developing customized financial plans. You will also need to stay up-to-date with current market trends and regulations.
Qualifications
- Proven experience as a Financial Advisor or similar role
- Excellent knowledge of investment products, financial planning, and risk management
- Strong analytical and problem-solving skills
- Ability to build and maintain client relationships
- Outstanding communication and presentation skills
- Proficiency in financial software and tools
- Bachelor's degree in Finance, Business, or a related field
- Industry certifications (e.g., CFP, CFA) are a plus
