QuintEdge
Finance Jobsby QuintEdge

Investment Advisor

planify capital

India

Full Time4.0 LPA - 6.0 LPAFinancial AnalysisEasy Apply

Posted 16 May 2026

Job description

We are looking for a knowledgeable and client-focused investment advisor to provide strategic financial guidance and investment solutions to clients. The role involves understanding client goals, risk appetite, and financial situations to recommend suitable investment products and strategies. Key Responsibilities Assess clients' financial needs, goals, and risk tolerance Provide personalized investment advice across asset classes (equity) Build and manage long-term client relationships Monitor …