Satrix Technologies Hiring for Financial Advisor Job at Lucknow Full Time

job summary

Here is your opportunity to become a part of one of the fastest growing financial centers in India. Our organization is looking for an established and experienced Financial Advisor to assist our clients in managing their portfolios and investment strategies. The successful candidate will provide savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to apply today.

Financial Advisor responsibilities and duties

The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to.

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy
• Respond to prospective customer queries about financial planning
• Assist in the development plans for the company
• Offer subject matter expertise to fellow Financial Advisors
• Maintain awareness of latest legislative changes that may affect financial planning

Financial Advisor qualifications and skills

Next, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you expect from a successful candidate. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.

• 5+ years’ industry experience as a Financial Advisor
• CFP designation
• Bachelor’s Degree in Finance or related field
• Experience managing assets under management (AUM) of $10+ million
• Possess strong knowledge of the investment business and strong understanding of financial planning concepts
• Experience with financial planning software
• Excellent computer, interpersonal and communication skills

Job Type: Full-time

Salary: ₹9,537.18 – ₹36,225.24 per month

Schedule:

• Day shift

Ability to commute/relocate:

• Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required)