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Financial Advisor

Employer
Aditya Birla Capital
Location
Kolkata Kolkata, West Bengal West Bengal, West Bengal, India
Salary
Competitive Salary
Closing date
Jan 26, 2025
View more categoriesView less categories
Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
This job is provided by apna.co

A financial advisor is a professional who provides guidance on managing personal or business finances. Their services often include advising clients on investments, retirement planning, budgeting, tax strategies, estate planning, insurance, and more. Financial advisors help clients make informed decisions to meet their short-term and long-term financial goals, while considering risk tolerance and current financial status.There are different types of financial advisors, including:Certified Financial Planners (CFPs): They provide comprehensive financial planning and often take a holistic approach to a client's financial needs.investment Advisors: Focus on managing investments and offering advice related to stock portfolios, bonds, and other securities.Wealth Managers: Typically work with high-net-worth individuals, offering a wide range of financial services, including investment management, tax planning, and estate strategies.Retirement Advisors: Specialize in planning for retirement, including savings strategies, pension plans, and social security optimization.Advisors may work on a fee-based or commission-based model, depending on the services they offer. A key role of a financial advisor is to help clients grow and protect their wealth while aligning with their goals.

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