Experienced Financial Advisor | Join WealthPlus in Surat

WealthPlus

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

Surat, Gujarat

Full time Remote

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INR 30,000 - INR 50,000/month 1.0-3.0 yrs experience

Job Description

WealthPlus, a prominent financial services firm located in Surat, is actively seeking a committed and experienced Financial Advisor to enhance our dynamic team. This role offers a unique opportunity to deliver personalized financial guidance to a diverse range of clients, empowering them to achieve their financial aspirations and make informed decisions.

As a Financial Advisor at WealthPlus, you will play a pivotal role in understanding the distinct financial situations and goals of our clients. Your ability to analyze their financial needs will enable you to develop customized strategies that resonate with their specific objectives, whether it involves retirement planning, investment in the stock market, or effective daily financial management. Staying abreast of market trends and the latest financial products will be crucial in providing relevant advice that meets the evolving needs of your clients.

Building robust, trust-based relationships is at the heart of this role, as your recommendations will significantly influence your clients' financial well-being. To support your success, WealthPlus emphasizes the importance of continuous learning and professional growth, providing you with access to regular training and development opportunities designed to refine your

Key Responsibilities

Assess clients' financial situations
Develop financial plans
Monitor client portfolios

Qualifications

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

Skills

Required

Analytical skills Communication skills Sales skills

Good to Have

Knowledge of investment strategies Customer relationship management

Benefits & Perks

Flexible working hours
Professional development opportunities
Performance bonuses

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Frequently Asked Questions

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What is the Experienced Financial Advisor | Join WealthPlus in Surat role at WealthPlus?

The Experienced Financial Advisor | Join WealthPlus in Surat position at WealthPlus is a Full Time (Remote) role based in Surat. It requires 1.0-3.0 years of experience. Key skills needed include Analytical skills, Communication skills, Sales skills. Apply directly on InnHirers to get started.

What is the salary for the Experienced Financial Advisor | Join WealthPlus in Surat position at WealthPlus?

The Experienced Financial Advisor | Join WealthPlus in Surat position at WealthPlus 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 at WealthPlus?

You can apply for the Experienced Financial Advisor | Join WealthPlus in Surat position at WealthPlus directly through InnHirers. Click the "Apply Now" button on this page, fill in your details and upload your resume. This listing is open until Oct 03, 2026, so don't wait too long!

How many jobs are currently available in Surat?

There are currently 65 active job openings in Surat on InnHirers. Popular categories include Events Management (14), Finance (10), Healthcare (10), Hospitality (9). Browse all jobs in Surat to find more opportunities.

How many Finance jobs are available right now?

There are currently 28 active Finance job openings listed on InnHirers. Top hiring locations for Finance roles include Surat (10), Mumbai (9), Ahmedabad (6), Bangalore (3). Explore all Finance jobs to find your ideal role.

Are there Finance jobs available in Surat?

There are 10 active Finance job openings specifically in Surat on InnHirers. Top employers hiring for Finance in Surat include WealthPlus (1), Surat Financial Services (1), FinServe Solutions (1). View all Finance jobs in Surat to apply today.

Data refreshed in real-time • Sep 17, 2026