Experienced Financial Advisor | Join WealthPlus in Surat

InnHirers · recruiting for a confidential client

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Listing updated

Pay
₹30,000–50,000 a month
Location
Surat, Gujarat
Work mode
Remote
Job type
Full time
Experience
1–3 yrs
Category
Finance

In hand: about ₹26,900–45,000 a month after PF and income tax (estimate). How it's worked out

WealthPlus is seeking a Financial Advisor to provide personalized financial advice to clients and help them achieve their financial goals.

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About the role

WealthPlus, a leading financial services firm in Surat, is actively seeking a dedicated and experienced Financial Advisor to join our dynamic team. This position offers a unique opportunity to provide personalized financial guidance to a diverse clientele, empowering them to achieve their financial goals and make informed decisions.

As a Financial Advisor at WealthPlus, you will be instrumental in understanding the unique financial situations and aspirations of our clients. Your expertise in analyzing their financial needs will enable you to craft tailored strategies that align with their specific objectives, whether it’s retirement planning, investment in the stock market, or effective daily financial management. Your role will also involve staying updated on market trends and the latest financial products to offer advice that meets the evolving needs of your clients.

Building strong, trust-based relationships is essential in this role, as your recommendations will play a significant part in your clients' financial well-being. You will engage in regular discussions to help clients navigate their financial journeys, providing insights that foster a sense of security and confidence in their financial decisions.

WealthPlus is committed to your professional development, offering continuous learning opportunities and regular training sessions designed to enhance your

What you'll do

  • Assess clients' financial situations
  • Develop financial plans
  • Monitor client portfolios

What you'll need

  • Bachelor's degree in Finance or related field
  • Certification in financial planning is a plus

Skills

Analytical skills Communication skills Sales skills

Good to have

Knowledge of investment strategies Customer relationship management

Benefits

  • Flexible working hours
  • Professional development opportunities
  • Performance bonuses

Interested in this role?

It takes about two minutes. Free to apply — InnHirers never asks candidates for money.

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Questions about this job

What is the Experienced Financial Advisor | Join WealthPlus in Surat role?
The Experienced Financial Advisor | Join WealthPlus in Surat position is a Full Time (Remote) role based in Surat. Experience: 1–3 yrs. Key skills needed include Analytical skills, Communication skills, Sales skills. InnHirers is recruiting for this role on behalf of a client employer — apply directly on this page.
What is the salary for the Experienced Financial Advisor | Join WealthPlus in Surat position?
The Experienced Financial Advisor | Join WealthPlus in Surat position offers a salary of INR 30,000 - INR 50,000/month. Additional benefits include Flexible working hours, Professional development opportunities, Performance bonuses.
How do I apply for the Experienced Financial Advisor | Join WealthPlus in Surat job?
You can apply for the Experienced Financial Advisor | Join WealthPlus in Surat position directly through InnHirers. Click the "Apply Now" button on this page, fill in your details and upload your resume. This listing is open until Dec 3, 2026.
How many jobs are currently available in Surat?
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How many Finance jobs are available right now?
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Are there Finance jobs available in Surat?
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Listing last updated

Experienced Financial Advisor | Join WealthPlus in Surat

₹30,000–50,000 a month

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