Financial Advisor Jobs in Ambawadi Ahmedabad
Position Name – Finance Advisor
Job Location – Ambawadi Ahmedabad Gujarat
Company info – US Based Financial consulting KPO Firms
Monday to Friday working US KPO Company – Day Shift
Salary – up to 55k – Depends on Exp or Interview
Total Openings – 2 Male/Female
Qualification – MBA Finance/Master’s degree in Accounting, Economics
Experience – Having 3 to 5 years of experience as Finance Advisor or part of a team supporting a US -based financial advisory firm for administrative and para-planning functions or US Financial Analyst or financial Consultants
Skills & Job Descriptions
- Fluency in English
- Excellent analytical and problem-solving skills.
- Proficiency in financial software and advanced Excel skills.
- Strong communication skills, with the ability to convey complex financial concepts to non-financial stakeholders.
- Advanced certifications such as CFA, CFP, MBA Finance, Mcom in Finance
- Assisting wealth Managers and Financial Advisory firms based in USA for following tasks
- Daily Processes
- Compliance Tasks
- Billing Tasks
- Portfolio Department
- Financial Planning Department
