Financial Planning: Meet with clients to review income, expenses, and debts to build custom financial strategies.
Investment Management: Research market trends, recommend stocks or mutual funds, and monitor client portfolios.
Risk and Retirement Planning: Guide clients on retirement timelines, estate wishes, and insurance coverage to protect wealth.
Client Acquisition: Network, generate leads, and maintain ongoing relationships with customers.
Compliance: Follow federal regulations, tax laws, and industry ethics standards.
Pay: ₹20,000.00 - ₹25,000.00 per month
Perks
Adaptable schedule
Work Location: In person
📌 Financial Advisor Lucknow (India)
🏢 CONSULTANT ARSONS
📍 India
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