Financial Advisor

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹45,000–70,000 a month
Location
Kochi, Kerala
Work mode
Hybrid
Job type
Contract
Experience
3–5 yrs
Category
Wealth Management

In hand: about ₹40,500–63,100 a month after PF and income tax (estimate). How it's worked out

Our client seeks a Financial Advisor in Kochi to provide tailored financial solutions to clients.

Apply now

About the role

As a Financial Advisor, you will provide personalized investment advice and comprehensive financial planning services to clients in Kochi. Your responsibilities will include assessing clients' financial needs, developing tailored strategies, and monitoring their investment portfolios to ensure alignment with their goals.

This role is ideal for experienced advisors who excel in client-facing environments and are committed to enhancing clients' financial well-being. You will have the opportunity to build lasting relationships and help clients navigate their financial journeys. Our client offers a supportive environment that fosters professional growth and development.

What you'll do

  • Assess clients' financial needs
  • Develop tailored financial strategies
  • Monitor and manage investment portfolios
  • Build strong client relationships

What you'll need

  • Degree in finance or related field
  • 3-5 years of experience in financial advisory
  • Relevant certifications like CFP

Skills

Strong analytical skills Excellent communication skills Client relationship management

Good to have

Knowledge of portfolio management Certifications in financial planning

Benefits

  • Performance bonuses
  • Flexible working hours
  • Health and wellness programs

Interested in this role?

It takes about two minutes. Free to apply — IJNM never asks candidates for money.

Apply now

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Questions about this job

What does a typical day look like for a Financial Advisor?
You will meet with clients, assess financial needs, and create personalized investment strategies.
What qualifications are needed for this role?
A degree in finance or related field and 3-5 years of advisory experience are required.
Are there opportunities for professional development?
Yes, our client supports continuous learning and professional certifications.

Listing last updated

Financial Advisor

₹45,000–70,000 a month

Apply