172 Financial Advisor Jobs

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations. -Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile. -Conduct thorough analysis of client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. -The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs and providing holistic...

As a Finance graduate, you will be prepared for various entry-level positions such as Financial Analyst, Financial Advisor, Accountant, or Bank Teller. Your responsibilities will include analyzing financial data, preparing reports, assisting clients, managing budgets, and ensuring compliance with financial regulations. You will also conduct market research, evaluate investments, and provide financial guidance to individuals and businesses. Key Responsibilities: - Analyzing financial data - Preparing reports - Assisting clients - Managing budgets - Ensuring compliance with financial regulations - Conducting market research - Evaluating investments - Providing financial guidance to individuals...

As a Business Development Manager - NRI (Non-Resident Indian) with Geojit Financial Services Ltd., the primary responsibilities involve acquiring new NRI clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations, thus deepening the NRI client base of the company. Additionally, they are required to support the branch in increasing the NRI client base and support the branch as when required with matters related to NRIs. The BDM - NRI collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting appropriate products based on their needs. A BDM - NRI s...

As a key member of the Legal Department, the Legal Analyst (Contracts) plays a central role in assisting with contractual review and drafting support for client and vendor contracts. This position is responsible for technical aspects of contract review and contractual administration support. This position will report to the Director, Legal, Risk & Compliance Ascensus India and will have oversight from an attorney. Job Functions, Essential Duties and Responsibilities Review contract terms to ensure they align with the organization s policies and legal requirements Populate into the appropriate contract template relevant data and terms based on the services to be provided, under the supervisio...

Roles Responsibility: Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement. Functions include only processing the above-mentioned processes. Delivering the set expectations in terms of key business metrics like productivity, volume count and quality. Apart from processing, the team member should be able to Review Process. Ability to accurately process high volume within the specified time frame. Identify the issues/problems related to processes if a...

Assess clients’ financial goals, risk tolerance, and current financial status. Develop customized financial plans covering investment, insurance, retirement, and tax-saving strategies. financial reports, forecasts, Auditing

Lead, manage, and scale global software engineering teams across India, Manila, UK, and U. S. time zones. Oversee the development leads for each service line, ensuring alignment of priorities and consistency of standards. Recruit and build high-performing teams, scaling with the growth of the business. Define, implement, and enforce engineering standards across tools, processes, and technologies. Ensure adherence to modern SDLC practices, with a focus on quality, security, and efficiency. Challenge teams to adopt the latest AI tools and emerging technologies to drive innovation. Collaborate closely with U. S. stakeholders and service lines to ensure delivery priorities meet business needs. E...

Role Description : Ensuring accuracy on transactions processed Strict adherence non-disclosure of client information by preserving client confidentiality. Taking active participation in process improvements and automation. Ensure Quality Control standards that have been set are adhered to. Excellent organizational skills with ability identify and prioritize high value transactions. Completing assigned responsibilities and projects within timelines apart from managing daily BAU. Job Responsibilities: Responsible to validate the Cheque scanned through Kofax system to create the Occurrence in Astro to match Expectation amount. Need the ability to understand Cheque s information to proceed IGO o...

- Recruit and onboard new life insurance advisors/agents - Train and develop agents to generate business - Drive sales through your agent team - Build long-term relationships with customers and agents - Monitor performance and provide ongoing support Required Candidate profile -Graduation (Mandatory) -1-6 years of experience in Sales/BFSI/Direct Marketing/Pharma/FMCG/Retail -Good communication and leadership skills -Local candidates with good market knowledge -Age: 21 to 38

The Consultant will be part of the operations team, supporting a project team with all operational tasks including but not limited to Data Entry, Claim Review, UND/FWD linking, and case status reporting. Together, they will provide consistent superior client service. The ideal candidate will have excellent verbal and written communication skills, be consultative and solution-oriented, and be capable of managing multiple priorities. The Analyst must be a team player, committed to fostering a team environment and building cooperation between team members to provide the highest quality service to clients. The day-to-day responsibilities: Handle claim-related data entry tasks to support mailed l...

This position is primarily responsible to perform quality check for the accounts payable and receivable process in HRO benefits domain (Preferable USA Geography). Role and KEY RESPONSIBILITIES Handle Quality check as per the checklist and ensuring high accuracy. Maintaining bookkeeping databases and spreadsheets and updating information as needed Research and obtain further information for incomplete documents. Review data for deficiencies or errors, correct any incompatibilities if possible and check output collecting and entering data in databases and maintaining accurate records of valuable company information. Our ideal candidate has essential data entry skills, like fast typing with an ...

This position is primarily responsible for the timely and accurate monthly invoicing of all plans and the processing of termination plans. Role and Key Responsibilities Perform monthly audits of all asset and non-asset based invoices for accuracy and completeness. Reconcile fees for asset and non-asset based plans to those fees listed in the service agreements. Prepare fee processing requests based on service and compensation agreement terms. Handle special invoice and manual invoice requests. Prepare and review partner level invoice (s), if applicable. Reconcile any payments received by check and process to lockbox. Review service agreements for final invoicing of recordkeeping, miscellaneo...

Voice Process. The candidate should have experience as a customer support executive, they should be fluent in HIndi as they will be handling clients from Ahmedabad.

This position is primarily responsible to perform quality check for the accounts payable and receivable process in HRO benefits domain (Preferable USA Geography). Role and KEY RESPONSIBILITIES Handle Quality check as per the checklist and ensuring high accuracy. Maintaining bookkeeping databases and spreadsheets and updating information as needed Research and obtain further information for incomplete documents. Review data for deficiencies or errors, correct any incompatibilities if possible and check output collecting and entering data in databases and maintaining accurate records of valuable company information. Our ideal candidate has essential data entry skills, like fast typing with an ...

Money Honey Financial is hiring a Financial Advisor | Mumbai, Maharashtra, India| 0-1 year experience Apply directly via our ATS link: https://www.prolegion.com/marketplace/9a1f40de-5493-43e7-9495-354af5d832d6/financial-advisor?utm_source=naukri

Role Overview: You will be responsible for staying in touch with investors over the phone to update them about the latest ongoing schemes (including MF, FD, Govt. Bonds, Debentures, etc.) and assisting them in making informed investment decisions based on various factors. Your key focus will be on business development and acquiring new investors to meet performance targets. Key Responsibilities: - Stay in touch with investors over the phone to provide updates on various investment schemes - Assist investors in making informed decisions based on their financial goals and risk appetite - Focus on business development and acquisition of new investors to meet performance targets Qualifications R...

nder general supervision, this position will be responsible for planning, forecasting, and reporting client profitability.The role also requires that all new business is added to their portfolio correctly and managed following the same process.The successful candidate will need to work independently across multiple internal groups and teams to get the data required to finalize their client profitability models.The successful candidate will demonstrate a willingness to learn the industry and how TTEC oversees their business to ensure they model accurately.Candidates must have strong problem-solving capabilities to think outside of the box and the ability to adapt and overcome different types ...

Fortress capital is looking for Financial Advisor to join our dynamic team and embark on a rewarding career journey. A Financial Advisor is a professional who provides financial guidance and investment advice to individuals and businesses. They assist their clients in making informed decisions about various financial matters, including investments, retirement planning, tax strategies, insurance, and estate planning. Financial Advisors work closely with clients to understand their financial goals, risk tolerance, and overall financial situation to develop personalized financial plans. Responsibilities : Client Consultation : Meet with clients to discuss their financial goals, investment objec...

Description We are seeking a Finance Team Manager to lead our finance department in India. The ideal candidate will be responsible for overseeing financial operations, preparing reports, and ensuring compliance with regulations. This role is suitable for candidates with 0-2 years of experience in finance or accounting. Responsibilities Manage daily finance operations and ensure compliance with financial regulations. Prepare financial reports and forecasts for senior management. Oversee budgeting processes and monitor financial performance. Coordinate with other departments to ensure financial goals are aligned with business strategies. Assist in audits and ensure adherence to accounting stan...

Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.

The Finance Advisor supports the team by handling essential tasks such as parts of the annual report, accounting for transactions, and providing analysis for improvements. This role typically does not involve managing a team but is an important part of the group. Job Description: Collaborating with other teams to deliver specific outputs, including parts of the interim or annual report, accounting for restructuring activities, and specific management reporting tasks (eg, working capital reporting or performance analysis). Preparing accurate and regular reports, analysis, or commentary for management review. Identifying and implementing process improvements to enhance efficiency, accuracy, or...

Role Description : To support daily trade operations of Future Plan Daily Recordkeeping Trade Team and Cash Reconciliation Process. Identify and fix the breaks related to Stocks and Cash receives in Manual Reconciliation (E.g. Dividends, Corporate Action). Timely reporting the unidentified breaks to onshore to avoid delay in processing. Job Responsibilities: Ensuring that daily reporting is completed and monitoring of aging items. Modifying and adding to reporting for new measurements and to measure quality Trade Reconciliation of Trade Platform Accounting System to Fund Positions Dividend Processing on the Trade Platform Accounting System Responsible for protecting, securing, and proper han...

Year of experience : 8+ Years (Finance and Accounting operations) Position Purpose: This role is mainly responsible for overseeing the entire process, including monitoring quality, turnaround time, and key metrics. Additionally, it involves identifying opportunities and conducting quality checks for the accounts receivable process within the US retirement domain Key Roles and Responsibilities Oversee and manage the daily operations of the accounts receivable department. Conduct one-on-one meetings and quarterly check-ins with associates, providing continuous feedback. Possess knowledge of accounts receivable subprocesses such as customer setup/maintenance, billing, cash application, collecti...

Bachelors degree in Finance, Economics, Business Administration, or related field. Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills for client engagement. Proficiency in financial software and MS Office applications. Ability to work independently and as part of a team in a fast-paced environment.

Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. ...