1054 Financial Advisory Jobs - Page 12

Job Description As a Financial Advisor at eMoney Advisor, LLC, your role will involve providing comprehensive financial planning, retirement planning, investment recommendations, and financial advisory services to clients on a daily basis. You will be based in Bijni for a full-time on-site position. Key Responsibilities - Conduct financial planning for clients - Assist clients with retirement planning - Make investment recommendations - Provide ongoing financial advisory services Qualifications - Possess strong financial planning and finance skills - Demonstrate experience in retirement planning - Have knowledge of investments and financial advisory - Exhibit strong analytical and problem-so...

You will be responsible for creating a creative and effective content strategy for WA's digital campaigns. This includes developing content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. Your role will involve producing eye-catching and original content with a focus on grammar, brevity, and syntax for various corporate marketing and communications materials. Additionally, you will be tasked with creating and delivering press releases highlighting WA's achievements, new clients, client news, and employee accomplishments. Your work will span across different content production areas such as website pages...

Role Overview: Planify Capital is a fast-growing fintech firm specializing in unlisted shares, pre-IPO investments, and alternative investment products. We connect investors with promising private companies and help them tap into early-stage equity opportunities before they list on the stock exchange. We are seeking a highly motivated and knowledgeable Private Equity Advisor to join our investment team. The ideal candidate will be responsible for identifying, evaluating, and advising clients on private equity investment opportunities. You will work closely with HNIs, family offices, and institutional investors to structure deals, manage portfolios, and support capital deployment strategies. ...

Key responsibilities include coordinating with bank staff, educating customers on insurance products, cross-selling, and delivering excellent service to meet customer needs and increase the business's revenue. Call / Whatsapp- 7376731297 Required Candidate profile Graduate Freshers / Minimum 0.6+months exp in bfsi sales (Bank products). Manage and develop insurance sales , build strong client relationships, achieve sales targets Age-28 max graduation must

Job Description: Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients . Responsible for targeting towards the AUM growth & revenue gen...

Role & responsibilities Catering to the investment needs of clients by providing them research based advise in Equity, MF, Insurance, PMS & structured products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business targets. Responsible for product penetration and increasing client wallet assure. Identifying Prospective clients and acquiring new clients. Candidate should have experience of managing /acquiring wealth & HNI customers. Preferred candidate profile Candidate should have atleast 4 years of experience handling Wealth Product Sales Any Graduate/Post Graduate with Relevant Experience Good Relationship Management and service focu...

Dear Candidate, Paisa bazaar is hiring !! Role :- Team Leader - Investment (Deposits & Bonds) Location - Gurgaon Sector 44 What We Can Offer You:- Young and fast-growing company with a healthy work-life balance Great culture based on the following core values- Courage Transparency Ownership Commitment Celebration Lean structure and no micromanaging. You get to own your work The company just turned one so you get a seat on a rocket ship that's just taking off! High focus on Learning & Development and monetary support for relevant upskilling Competitive compensation along with equity ownership for wealth creation What You'll Do:- Build, own, and manage relationships with investors looking to i...

Responsibilities: * Manage client relationships through regular communication & meetings * Collaborate with investment team on portfolio strategies * Provide financial advice & product recommendations Annual bonus Health insurance Provident fund

Job Summary: We are seeking an experienced and client-focused Relationship Manager to join our team. The Relationship Manager will be responsible for cultivating and managing relationships with clients, providing tailored financial advice and solutions to help them achieve their financial goals. Roles & Responsibilities: Identify and target potential customers through various channels, including tele-calls, referrals, networking, and online research. Promote the company's existing brands and introduce new services to clients. Demonstrate a strong understanding of the company's services and effectively communicate their features and benefits to potential customers. Maintain relationships with...

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requ...

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requ...

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requ...

We are seeking an experienced and client-focused Relationship Manager to join our team. The Relationship Manager will be responsible for cultivating and managing relationships with clients, providing tailored financial advice and solutions to help them achieve their financial goals. Roles & Responsibilities: Identify and target potential customers through various channels, including tele-calls, referrals, networking, and online research. Promote the company's existing brands and introduce new services to clients. Demonstrate a strong understanding of the company's services and effectively communicate their features and benefits to potential customers. Maintain relationships with clients thro...

As a Finance Advisory professional at Oceano Apex Pvt. Ltd., you will be responsible for providing strategic financial advice and wealth management solutions to high-net-worth individuals (HNIs) and corporate clients. Your key responsibilities will include: - Offering comprehensive financial advisory services - Developing and managing investment portfolios - Analyzing financial data, market trends, and investment opportunities - Maintaining strong client relationships - Providing recommendations on wealth preservation, tax optimization, and long-term financial planning - Collaborating with internal teams to design customized wealth management strategies - Ensuring compliance with regulatory ...

As a Merchant Banker / Key Managerial Personnel (KMP) at Indira Securities Pvt Ltd, you will play a crucial role in providing financial advisory, capital raising, M&A support, and corporate structuring services while ensuring regulatory compliance. Your responsibilities will include: - Assisting in capital raising activities such as IPOs, rights issues, and private placements. - Conducting due diligence, valuations, and deal structuring for mergers & acquisitions. - Managing securities underwriting and syndication. - Guiding clients on financial strategies, joint ventures, and compliance as part of corporate advisory services. - Ensuring adherence to SEBI regulations and mitigating transacti...

Hiring for a Leading Financial Services Company Profile: Wealth Manager (Financial Planner) CTC: 5L 16L Location: Dwarka Experience: 2+ years in wealth/financial services Joining: Immediate or short notice preferred Requirements: * Excellent English communication * Presentable and professional * Must have existing clients/book of business * Responsible for client acquisition, portfolio management & financial advisory Interested candidates can share their resume at hidden_mobile Key Responsibilities: Manage and review existing client investment portfolios. Acquire new clients through referrals, social media, and financial awareness programs. Conduct financial planning, portfolio analysis, and...

Role Overview: You will be joining Nitish Gupta & Co. as an Articled Assistant, Accountant, or Senior Account's Manager in Dehradun. Your responsibilities will involve auditing, tax consultancy, financial advisory, regulatory compliance, and managing client relationships. Key Responsibilities: - Conducting audits and ensuring compliance with tax laws - Providing financial advisory services to clients - Managing regulatory compliances and company law requirements - Building and maintaining strong relationships with clients Qualification Required: - Proficiency in audit, tax consultancy, and financial advisory - Strong knowledge of company law compliance and regulatory requirements - Experienc...

Finance And Insurance Managers sell new and used cars; their daily duties include: helping with vehicle financing, finding lending institutions, processing leasing deals, complying with relevant regulations, collaborating with the sales department, and training sales teams. A well-written resume sample for Finance And Insurance Manager should mention qualifications such as selling expertise, attention to details, knowledge of the automotive retail industry, and customer service. Most resumes for this job make display of training in business, marketing, or mathematics.

Role Summary We are seeking an experienced bookkeeping leader who can manage accounting operations for multiple small U.S.-based businesses and provide strategic financial support . This role blends hands-on bookkeeping oversight with client communication and strategic financial support similar to a fractional CFO or controller. You will lead a team of analysts and senior analysts, ensure high-quality deliverables, and work directly with clients to help them understand their numbers and make better business decisions. Key Requirements 5+ years of U.S. bookkeeping/accounting experience, with at least 2 years in a supervisory or client-facing role. Strong working knowledge of QuickBooks (Onlin...

- Guide clients in equity investments - Provide research-based stock recommendations - Manage client portfolios effectively - Ensure superior client servicing & retention - Stay updated on market trends & regulatory changes Required Candidate profile - Graduated in Finance/Commerce - Salary up to 5.50 LPA + Incentives - 1–4 years of experience in equity advisory/stock broking - Strong knowledge of equity & investment More Info :: 84888 33693

We are hiring Articles (4 Vacancies) Bangalore | Work From Home Option Available We are looking for motivated and ambitious candidates to join our team as Articles. Openings: 2 Articles Core CA Work (Accounting, Taxation, Auditing, Financial Advisory) 2 Articles Valuation, Financial Modelling, Mergers & Acquisitions, IPO Advisory Location: Bangalore (WFH option may be considered for suitable candidates) If you are eager to gain hands-on experience across diverse areas of practice, we would love to hear from you. Please share your CV via: Email: [HIDDEN TEXT] WhatsApp: 7278619881 Direct Message (DM) on LinkedIn

Urgent Hiring for Team Leader and Executive Profile in AMC Location - Mumbai- Kurla CTC- 4 to 8 Lpa To re-activate and build profitable relations with m. Stock inactive clients. Core Responsibilities * Contact and engage with inactive clients to reactivate them. * Build relationship to generate revenue through MTF book building and broking transactions through advisory. * Own reactivated client relationships to delivered laid business objectives. * Ensure and Improve client contact ratio. * Cros-sell third-party products MF SIP and Portfolio Advisory. * Ensure adherence to SEBI and Asset regulations, risk management protocols, and internal policies.e & responsibilities Intrested candidadate ...

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profile Critical Skills Required: Relationship Management, minimum 5+ years Sales and Relationship Building HNI / UHNI Client Acquisition

Job Title: Private Banker Advisory Location: Bangalore / Chennai / Mumbai About the Role We are partnering with a leading financial services platform that offers holistic wealth management, family office services, and investment advisory solutions. With a strong track record of serving HNI and UHNI clients across multiple geographies, the firm is now looking to expand its advisory team with seasoned professionals who can drive meaningful client relationships and deliver bespoke financial strategies. Key Responsibilities Act as a trusted advisor and single point of contact for HNI/UHNI clients, understanding their lifestyle needs, financial goals, and risk appetite. Devise tailored asset allo...

Responsibilities: Manage HNI client relationships Provide investment advice and products Cross-sell insurance and fixed income solutions Oversee portfolio management services Health insurance Annual bonus Provident fund