Financial Advisor Job in Your Personal CFO

Financial Advisor

Year KA, IN, India

Your Personal CFO

2 Current Jobs Openings

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Job Description

We are looking for a disciplined Associate who will grow & become the Backbone of our Research Team.

who can: Plan & Structure Financial Plans, Draft Investment Advisory Proposals, Create Product & Budget Notes

who understands: Personal Income Tax, Nuances of Real Estate, Stocks, Bonds, Insurance, Mutual Funds & REITs

:

Goal Based Financial Planning

: Prepare 'Comprehensive' Plans for clients based on: Risk Appetite, Time Horizon, Goal Priority & Dependents

Investment Advisory Portfolio

: Recommended portfolio's based on Asset Allocation Model, based on- Risk, Time & Liquidity

Research Reports

: Generate Weekly Client e-mailers, Product Notes, Budget Updates & content for facebook, Linkedin & blog

Income Tax : Mutual Funds, Real Estate, FD's, Insurance & Equities & Risk:

Help incorporate these aspects in to a family's Investment, Financial & Retirement Plan

Monitor & Report Client Portfolios

: Actively Monitor client portfolio's to ensure progress as planned & provide monthly Portfolio Report
Job Type: Full-time

Pay: ₹27,500.00 - ₹42,500.00 per month

Experience:

Financial services: 1 year (Required)
Work Location: In person

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Job Detail

Job Id

JD4276000
Industry

Not mentioned
Total Positions

1
Job Type:

Full Time
Salary:

Not mentioned
Employment Status

Permanent
Job Location

KA, IN, India
Education

Not mentioned
Experience

Year

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