Senior Financial Advisor - Gurgaon - GlassBridge Consulting

    GlassBridge Consulting
    GlassBridge Consulting Gurgaon

    1 week ago

    Default job background
    Description

    High Earning Opportunity for Financial Professionals

    We are seeking experienced and skilled professionals to join our team as Financial Advisors. As a financial advisor, you will have the opportunity to work with clients to understand their financial goals, risk tolerance, and investment objectives.

    Main Responsibilities:

    • Scheduling appointments with clients and conducting meetings to gather financial information and understand their objectives.
    • Conducting in-depth financial assessments to understand clients' financial health, including income, expenses, investments, and insurance coverage.
    • Developing and presenting comprehensive financial plans, including retirement planning, investment strategies, and risk management.
    • Recommending appropriate insurance products to clients, such as life, health, property, casualty, and other types of insurance.
    • Building client relationships by offering continuous advice, reviewing clients' insurance needs over time, and recommending policy updates as necessary.

    Requirements:

    • Strong knowledge of financial planning principles, investment products, and income tax regulations.
    • Good interpersonal and communication skills, with the ability to build and maintain relationships with clients.
    • Ability to work independently and collaboratively as part of a team.

    Career Growth Opportunities:

    • Be your own boss with unlimited earning capacity.
    • Productivity-linked commission and flexible work-life balance.
    • Access to diverse products and learning from experienced leaders.
    • Recognition for outstanding performance.

    Estimated Salary: ₹15,00,000 - ₹30,00,000 per annum, depending on experience and performance.

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