FINANCIAL ADVISOR Jobs in Kolkata - ADROITIN CONSULTING SERVICES
Job Description
- Financial planners work with individuals, families and businesses to help
these clients understand their financial circumstances and how to reach their
short-term and long-term financial objectives.
- The clients provide relevant
financial information during an initial interview, answering questions about
their total annual income, debt obligations, monthly expenses not related to
debt, current investment holdings, savings account balances, tax liabilities
and insurance plans.
- Financial planners analyze this information and present
realistic, meaningful recommendations based on their clients' financial
situations and goals.
- Financial planners discuss many personal finance topics with their clients,
including debt management, savings objectives and strategies, and personal and
family budgeting.
- They also discuss investment strategies, estate planning
considerations, protection planning through insurance, and retirement
accumulation and distribution tactics.
- Financial planners may provide tax
efficiency information, but they do not typically deal with tax returns.
- A
financial planner working with a business or an institutional client may
analyze and provide guidance on topics such as cash flow, projected revenue,
debt management or employee benefits.
- Each of these aspects plays a role in an
individual or business' overall financial well-being, so financial planners may
have a substantial impact on a client's or business' financial future.
- Prospecting, which is the process of finding new clients, is a substantial
part of a financial planner's job.
- It often involves networking
with other established professionals, such as Certified Public Accountants
(CPAs) or estate planning attorneys.
- Financial planners can also attend and
make connections at social or charitable events.
- The prospecting process
ensures that financial planners cultivate relationships with their clients,
thereby keeping their retention rates high.
Job Particulars
About Company
PROFILE OF ADROITIN CONSULTING SERVICES
When it comes to saving money, we have a wide array of options ranging from stashing under our mattress to placing it in a savings account or investing in stocks. With so many different savings choices available, people often need an expert to deliver solid financial advice on where to they should trust their hard-earned money. That’s exactly where personal financial advisors come in. Personal financial advisors are given the duty of helping clients plan for meeting their short and long-term financial goals. Many people turn to personal financial advisors to receive helpful guidance on investments, taxes, insurance, retirement planning, and college tuition expenses. Personal financial advisors play a prominent role in monitoring clients’ savings and investment accounts to ensure they have the funding for whatever life changes lie ahead.
