Job Overview:

Join our team as a Wealth Advisor and help clients in Diu, Daman and Diu plan for their financial future with expert advice and guidance.

Job Details:

We are seeking a dedicated Wealth Advisor to provide personalized financial planning services to clients in Diu, Daman and Diu.

Responsibilities:

• Assess clients' financial situations and goals.
• Create customized financial plans based on individual needs.
• Recommend investment strategies and products.
• Monitor and adjust financial plans as needed.
• Provide ongoing support and guidance to clients.

Requirements:

• Bachelor's degree in Finance or related field.
• Certified Financial Planner (CFP) designation preferred.
• Strong knowledge of investment strategies and financial products.
• Excellent communication and interpersonal skills.

Benefits:

• Competitive salary and commission structure.
• Opportunity for professional growth and development.
• Work with a supportive team in Diu, Daman and Diu.

Other Details:

This position offers the chance to make a real difference in the lives of clients in Diu, Daman and Diu by helping them achieve their financial goals.

We look forward to welcoming a passionate and driven individual to our team.