153 Financial Advisor Jobs

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. ...

Hyderabad, Telangana Full time Opening on: Sep 3 2025 In Office Add to favorites Favorited View favorites We are a technology-enabled financial services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity housed within our Core Values: People Matter. Quality First. Integrity Always. Position Purpose: This position is primarily responsible to perform the Accounts receivable transaction-based process for US retirement domain. Role and KEY RESPONSIBILITIES Possess knowledge ...

You will be joining a reputable financial services firm that is recognized for providing high-quality advice, personalized service, and utilizing cutting-edge technology. Our establishment dates back to 2008 and currently, we cater to over 50,000 investors with a dedicated team of 100 professionals. As part of our growth strategy, we are actively seeking new members to join our team of Investment Advisors. Your role as a Financial Advisor will involve engaging with investors via phone calls, keeping them informed about the latest investment opportunities, and assisting them in making informed decisions based on various factors. An essential aspect of this position will be to focus on busines...

You have a busy schedule and may sometimes neglect the discipline aspect of investing, which can lead to struggles in keeping your finances in check. Hiring a financial advisor can be beneficial as they can examine your net worth, help you identify your goals, and recommend ways to fulfill your aspirations. A financial advisor plays a crucial role in diversifying and allocating your assets into different types of investments such as bonds, real estate, stocks, etc., which helps reduce the risk of decline in the value of your portfolio. They can also provide guidance during market volatility and help you avoid making hasty decisions driven by emotions like panic. Investment planning is essent...

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...

Section 1: Position Summary Serve as primary point of contact providing specialized trust and fiduciary services to high- profile institutional accounts, including qualified and non- qualified plans sponsored by Fortune 500 companies Section 2: Job Functions, Essential Duties and Responsibilities Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process Reviews agreements and prepare internal documentation to assure proper administration Meets periodically with contacts, ensure timeliness of client deliverables, an...

Section 1: Position Summary Serve as primary point of contact providing specialized trust and fiduciary services to high- profile institutional accounts, including qualified and non- qualified plans sponsored by Fortune 500 companies Section 2: Job Functions, Essential Duties and Responsibilities Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process Reviews agreements and prepare internal documentation to assure proper administration Meets periodically with contacts, ensure timeliness of client deliverables, an...

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 any and cascade to the ...

Investment Adviser Level 1 Level 2 (X-A X-B) by NISM. Certified Financial Planner (CFP) from FPSB is preferred. Knowledge of mutual funds, securities, and insurance industries. Experience providing quality financial advice. Possess strong knowledge of the investment business and strong understanding of financial planning concepts. Proficient in Office 365 especially Excel and PowerPoint. Experience in CRM platforms (Zoho Preferred). Responsibility Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies...

As a Portfolio Assistant at PeakAlpha, an award-winning wealth management company based in Bangalore, you will have the opportunity to work with India's best financial advisors and learn what it takes to excel in this dynamic industry. Your role will involve making a real difference in transforming people's lives by ensuring their financial health and happiness. You will work ethically and productively, safeguarding your clients" money as if it were your own, allowing you to sleep in peace every night. At PeakAlpha, you will have the flexibility to work hours that suit your lifestyle while still achieving your goals. You will never stop learning and having fun with regular team offsites, fos...

Hyderabad, Telangana Full time Opening on: Aug 27 2025 In Office Add to favorites Favorited View favorites 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 accuratel...

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Preferred candidate profile Strong communication & written...

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 eye for detail and familiarity with spreadsheets and online forms. Generate reports, store completed work in designated locations and perform backup operations. Keep information confidential. R...

Role and Responsibilities: - 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 clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. - Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. - Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. - Offer continuous support to the clie...

Cultivate and manage investment relationships with clients Serve as the primary advisor, building trust and offering tailored guidance Enhance client connections through personalized investment solutions Expand client base by leveraging market insights and active engagement Drive product sales to suit client needs Provide timely market updates and expert insights Keep clients informed on investments and performance Utilize existing networks and channels to attract new clients Identify opportunities from evolving client and market landscapes Enhance client satisfaction through effective relationship management Required Skills: Deep knowledge of Markets and Products Proficiency in various asse...

Position Overview In this role as FD Infrastructure Finance - AVP at Deutsche Bank in Pune, India, you will be an integral part of the Infrastructure CFO organization. Your primary responsibility will be partnering with key stakeholders to provide insights into cost drivers through targeted analytics, reporting, and cost transparency. You will also be responsible for managing financials for the GCOO-1 division globally, including functions like month-end compilation, forecasting, and budgeting. Your role will require a strong understanding of finance processes and effective stakeholder management skills. What We Offer You As part of our flexible scheme, you will enjoy benefits such as a best...

Add to favorites Favorited View favorites 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 t...

Add to favorites Favorited View favorites Job Summary: We are seeing a highly skilled and experienced Automation and Analytics Specialist to drive intelligent automation initiatives and deliver insights through advanced analytics. The ideal candidate will bring hands on expertise in Lean/Six Sigma/agile/PMO methodology. With exposure to automation, Microsoft Azure, Power Platform, .Net technologies and Robotic Process Automation. Exposure to tools like Alteryx is highly desirable. This role combines Problem solving with technical execution ability to optimize Business Processes, increase efficiency and support data-driven decision making. Key Responsibilities: Identify new optimization oppor...

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 eye for detail and familiarity with spreadsheets and online forms. Generate reports, store completed work in designated locations and perform backup operations. Keep information confidential. R...

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Preferred candidate profile Strong communication & written...