Financial Consultant Steps N Storeyz
Steps N Storeyz
Office Location
Full Time
Experience: 2 - 2 years required
Pay:
Salary Information not included
Type: Full Time
Location: All India
Skills: Financial planning, Investment Planning, Wealth management, Tax planning, Market Research, Client Relationship Management, Compliance, Analytical skills, Interpersonal Skills, MS Excel, Reporting tools, Retirement strategies, Financial regulations, Documentation standards, Financial Software Proficiency
About Steps N Storeyz
Job Description
Job Title: Financial Consultant experiences 2 yr to 3 yr Job Description: We are looking for a knowledgeable and client-focused Financial Consultant to provide expert financial advice, investment planning, and wealth management solutions. The ideal candidate will guide individuals or businesses in making informed financial decisions, improving financial performance, and achieving long-term financial goals. Key Responsibilities: Understand client financial needs, goals, and risk appetite. Provide tailored advice on investments, savings, insurance, tax planning, and retirement strategies. Prepare and present detailed financial plans and forecasts. Research market trends, investment options, and economic conditions. Build and maintain strong client relationships with regular follow-ups and reviews. Ensure compliance with financial regulations and documentation standards. Collaborate with banks, financial institutions, and product partners as needed. Requirements: Bachelors or Masters degree in Finance, Commerce, Economics, or related field. Proven experience in financial planning, advisory, or wealth management. Excellent communication, analytical, and interpersonal skills. Certification (CFP, NISM, or SEBI-registered advisor) is a plus. Proficient in financial software, MS Excel, and reporting tools Interested Candidate, please reach us 863 742 5983 Job Types: Full-time, Permanent Benefits: Food provided Internet reimbursement Schedule: Day shift Work Location: In person Speak with the employer +91 8637425983,