Financial Advisor @ Talent Leads Hr

Job Description

Company Description India Cooperative Credit Society Role Description This is a full-time/hybrid remote role for a Financial Advisor at Indian cooperative credit society located in Chennai. The Financial Advisor will be responsible for providing financial planning guidance to clients, analyzing financial statements, and assessing clients" financial goals to determine appropriate investment strategies. The Financial Advisor will also stay up-to-date on market trends and regulatory requirements, communicate effectively with clients, and cultivate strong business relationships. Qualifications Bachelor's degree or higher in Financial Planning, Business, Accounting, or a related field Certified Financial Planner (CFP) or other relevant certifications preferred Minimum of 3 years of experience in financial planning or a related field Excellent communication, interpersonal, and customer service skills Ability to analyze complex financial information and provide sound investment. advice Understanding of tax laws, investment strategies, and financial products Working knowledge of financial software applications Ability to work independently and manage multiple client relationships Commitment to maintaining professional and ethical standards

Employement Category:

Employement Type: Full time
Industry: Financial Services
Role Category: Others
Functional Area: Not Applicable
Role/Responsibilies: Financial Advisor

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Keyskills:   Financial Planning Business Accounting Certified Financial Planner Communication Interpersonal Skills Customer Service Analytical Skills Investment Strategies Financial Products Client Relationship Management Professional Ethics Tax Laws Financial Software Applications