Wealth Advisor Job in Karvy Private Wealth

Wealth Advisor

Karvy Private Wealth 4+ weeks ago

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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