FINANCIAL ADVISOR

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Full-time Financial Specialists
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Location
Pune, Maharashtra, India
Posted
June 21, 2026

Job Description

  • Develop and maintain long-term client relationships.
  • Conduct financial needs analysis and assess risk tolerance.
  • Recommend suitable investment, insurance, and wealth management solutions.
  • Create personalized financial plans covering savings, investments, retirement, and estate planning.
  • Monitor client portfolios and provide performance updates.
  • Stay updated on financial products, market trends, tax laws, and regulatory requirements.
  • Educate clients about mutual funds, stocks, bonds, fixed deposits, and other investment options.
  • Generate new business through referrals, networking, and seminars.
  • Collaborate with tax and legal specialists to provide comprehensive solutions.
  • Ensure compliance with regulatory and ethical standards.
  • Prepare and present financial reports and recommendations to clients.


    • Job Details

    • Job Type
      Full-time
    • Category
      Financial Specialists
    • Date Posted
      June 21, 2026
    • Application Deadline
      July 31, 2026