0 to 3+ Years
10000 - 25000 Per Month
Last Date 01 Jan 2018


Date of posting: 02 Nov 17

  • 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 Summary

Job Type : Full Time
Job Role : Others
Job Category : MBA,BSc/BCA/BBM,Others
Hiring Process : Face to Face Interview
Who can apply : Freshers and Experienced (0 to 3+ Years )



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.

This posting is done directly & exclusively on We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us

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