Adviser Jobs Opening in Forever living international at Fri And College Area, Dehradun
Adviser
Job Description
Job Summary:
We are seeking a knowledgeable, trustworthy, and client-focused Adviser to join our team. The Adviser will play a critical role in helping clients make informed decisions by offering professional guidance and support in their area of expertise. This role involves understanding client needs, analyzing relevant data, developing tailored recommendations, and building strong, long-term relationships based on trust and value delivery.
The ideal candidate must possess strong communication and interpersonal skills, a deep understanding of the advisory subject matter, and a passion for helping people solve problems and reach goals. Whether advising individuals or businesses, the Adviser serves as a trusted consultant and partner in decision-making.
Key Responsibilities:
1. Client Consultation and Needs Assessment:
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Conduct in-depth consultations with clients to understand their specific goals, challenges, and expectations.
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Gather and evaluate relevant data such as financial information, business metrics, academic records, or personal circumstances depending on advisory domain.
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Identify opportunities, risks, and areas for improvement.
2. Recommendation and Guidance:
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Provide customized, actionable advice based on client profiles and best practices.
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Present strategies and solutions that align with the client’s needs and long-term interests.
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Clearly explain complex information or procedures in a way that is easy for clients to understand.
3. Planning and Execution Support:
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Help clients implement agreed-upon plans or recommendations, which may involve setting budgets, timelines, targets, or personal development milestones.
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Coordinate with other departments or professionals if needed (e.g., legal, tax, HR, IT).
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Monitor client progress and follow up to adjust strategies as required.
4. Relationship Management:
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Build strong, professional, and ethical relationships with clients to foster long-term trust and repeat engagement.
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Serve as a reliable point of contact for client questions, concerns, and updates.
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Maintain discretion and confidentiality at all times.
5. Documentation and Compliance:
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Maintain accurate and up-to-date records of client interactions, plans, and decisions.
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Ensure compliance with internal policies and industry regulations (e.g., data protection, ethical standards, financial disclosure, etc.).
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Prepare reports, summaries, or documentation to support client decision-making or internal reviews.
6. Continuous Learning and Market Awareness:
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Stay up to date on industry trends, regulatory changes, new tools, and best practices relevant to the advisory field.
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Attend professional development seminars, workshops, or certifications as necessary.
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Contribute to the knowledge base and development of the team or department.
Skills Required:
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Excellent interpersonal and communication skills (verbal and written).
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Strong analytical and problem-solving ability.
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High emotional intelligence and the ability to empathize with client situations.
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Knowledge of the industry, tools, and current trends relevant to the advisory field.
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Ability to work independently as well as in a team environment.
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Integrity, professionalism, and attention to detail.
Technical Skills:
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Proficiency in office productivity software (MS Office, Excel, PowerPoint).
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Familiarity with CRM tools, financial planning software, or relevant analytics platforms depending on advisory type.
More information about this Adviser Job
Please go through the below FAQs to get all answers related to the given Adviser job
- What are the job requirements to apply for this Adviser job position?
- Ans: A candidate must have a minimum of fresher as an Adviser
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: 12th Pass (HSE)
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Adviser is a work from home job?
- Ans: Yes,its a Work from Home Job.
- How many job vacancies are opening for the Adviser position?
- Ans: There are immediate 1 job openings for Adviser in our Organisation.
