0 Applicants
Posted: 2 years ago
0-15 years
Mumbai (All Areas)
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Posted: 2 years ago
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Applicants: 0
Job Description
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Job Description
Responsibilities:
- Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth.
- Take responsibility along-with the Principal Wealth Advisor for all aspects of the client relationship and working closely with clients to fully understand their financial situation.
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- Execute accurate reporting after discussions with the client and the Principal Wealth Advisor for the client’s financial roadmap.
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About Company
Unfortunately, I do not have access to that specific article on 'The Financialist' to extract all the information you're requesting. Without accessing the article, this JSON will contain only the information I can gather directly.
Important dates & deadlines?
Application Deadline
02 Feb 24, 10:50 AM IST
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