Wealth Advisor Job in Karvy Private Wealth

Wealth Advisor

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Job Summary
  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
Experience Required :

Fresher

Vacancy :

2 - 4 Hires

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