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Jobs / Financial Consultant in United States of America
21 days ago
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SR Associates·21 days ago
21 days ago

Fresher hiring for Finance Advisor

Cuttack, United States of AmericaFull-timeOn-siteEntry · 0-6 years₹5L – ₹15L/yrFinancial Consultant

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Must-have skills for this role

  • financial planning
  • communication
  • investment analysis
  • insurance

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What you'll do

  • Client Consultation: Meet with clients to understand their financial needs and assess their current financial situation.
  • Financial Planning: Develop personalized financial plans that include investments, savings, and insurance options.
  • Market Research: Stay informed about financial markets and investment opportunities.
  • Product Recommendation: Suggest suitable financial products such as investments, retirement plans, and insurance.
  • Follow-Up: Regularly check in with clients to review their financial plans and make adjustments as needed.

What they're looking for

  • A minimum of 12th-grade education is necessary
  • Strong communication and interpersonal skills to build relationships with clients
  • Basic understanding of financial products and services
  • Ability to analyze financial data and trends to make informed recommendations
  • A proactive and self-motivated approach to work, with an eagerness to learn and grow in the financial sector

Nice to have

  • Further finance-related education is a plus

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

As a Financial Advisor in Cuttack, you will assist clients in managing their finances effectively. This role requires strong communication skills and financial knowledge to help clients achieve their financial goals.Key Responsibilities:- Client Consultation: Meet with clients to understand their financial needs and assess their current financial situation. This helps you tailor your advice based on each client's unique circumstances.- Financial Planning: Develop personalized financial plans that include investments, savings, and insurance options. Your plans should align with clients short-term and long-term financial goals.- Market Research: Stay informed about financial markets and investment opportunities. This knowledge is essential to provide accurate and timely advice to clients.- Product Recommendation: Suggest suitable financial products such as investments, retirement plans, and insurance. You should be able to explain the benefits and risks of different options clearly.- Follow-Up: Regularly check in with clients to review their financial plans and make adjustments as needed. This ongoing support builds trust and encourages client loyalty.Required Skills and Expectations:- A minimum of 12th-grade education is necessary; further finance-related education is a plus.- Strong communication and interpersonal skills to build relationships with clients.- Basic understanding of financial products and services.- Ability to analyze financial data and trends to make informed recommendations.- A proactive and self-motivated approach to work, with an eagerness to learn and grow in the financial sector.
  • Experience

    0 - 6 Years

  • No. of Openings

    30

  • Education

    12th Pass

  • Role

    Financial Advisor

  • Industry Type

    Insurance / Claims

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face Interview Location

    Link Road, Cuttack

Company

SA
SR Associates
Cuttack, United States of America

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from SR Associates's careers site·first seen 23 Sept 2026·last verified 23 Sept 2026·How we source jobs

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