Part-Time Financial Advisor in Vadodara, Gujarat

Dhruv is hiring a part-time Financial Advisor in Vadodara, Gujarat, India. Join a supportive, collaborative team and help clients make informed financial decisions and work toward their financial goals. This is an in-person role with schedule flexibility.

Key Responsibilities

• Assess clients’ financial needs and provide tailored advice and strategies.
• Evaluate investment options and help clients understand relevant financial products and services.
• Develop personalized financial plans in collaboration with colleagues.
• Build and maintain strong client relationships through clear communication and teamwork.
• Monitor clients’ financial progress, report on results, and adjust plans when appropriate.
• Stay informed about market trends and changes in financial regulations.
• Work with compliance and client service teams to provide holistic client support.

Required and Preferred Qualifications

• Bachelor’s degree in finance, business administration, or a related field.
• Strong communication, teamwork, and leadership skills.
• Proficiency with financial analysis software and tools.
• One to three years of experience in financial advisory or a related field preferred.
• Certified Financial Planner (CFP) certification or another relevant credential preferred.

Compensation and Employment

Salary: 240000 per year. This is a part-time, in-person position in Vadodara, Gujarat, India. You will report to the Senior Financial Advisor and collaborate with colleagues across the organization.