Investment Advisor

We are seeking a dedicated and knowledgeable Financial and Investment Advisor to join our team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate their financial journey, providing them with personalized guidance and strategies to achieve their financial goals. **Responsibilities**: - Provide expert advice on investment...

Role : Investment Advisors About NoBroker: NoBroker Technologies Pvt Ltd is at the forefront of revolutionizing the real estate industry through its unique, technology-driven approach. The company facilitates direct connections between property owners and potential tenants/buyers, eliminating the need for brokerage. NoBroker is committed to making real...

Welcome to Purnartha Investment Advisers Pvt Ltd, where we are dedicated to delivering exceptional investment solutions. As a Financial Analyst Advisor, you will be responsible for conducting thorough equity research and providing expert advice to clients. Your primary goal will be to educate clients about various investment products and services, and...

J.P. Morgan Private Bank provides affluent clients with personalized financial advice, leveraging our global resources to help them achieve their goals. Our dedicated teams manage over $2.1 trillion in client assets worldwide. Across 55 U.S. markets, clients of the U.S. Private Bank (USPB) work with dedicated teams of specialists that bring their investments...

As an Office Administrator, you will play a pivotal role in ensuring the smooth functioning of our office operations while providing exceptional support to our team and maintaining high standards of service for our clients and stakeholders. Reporting directly to the CEO, you will be responsible for managing day-to-day activities and fostering a productive...

This is a full-time role for a CAP ADVISOR located in the Greater Bengaluru Area. The CAP ADVISOR will be responsible for Inside sales, customer service and Investment-related tasks to meet the needs of different segments of society. Pay: ₹8,000.00 - ₹15,000.00 per month Schedule: - Day shift Work Location: In person

ob Description: Company Name: Apnaresearchplus Pvt.Ltd We have an urgent requirement for Financial Advisors (Stock Market). We are looking to hire an experienced Financial Advisor to advise clients on investment opportunities within the stock market. The responsibilities include analyzing the stock market, finding profitable investment opportunities, and...

Company OverviewWe are a leading brokerage firm in India, part of the Anand Rathi Group, and seek an experienced Investment Advisor to join our team in Bangalore.Job SummaryWe are looking for a skilled Investment Advisor who can provide expert advice to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) on stock market...

**JOB DESCRIPTION** Across 55 U.S. markets, clients of the U.S. Private Bank (USPB) work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, banking, philanthropy, family office management, fiduciary services,...

The fundamental nature of the job encompass the below penned down duties and responsibilities:- Perform Equity Research as a Sell-side analyst.- Provide advice and guidance related to financial investments with a proper understanding of financial models and forecasting of numbers.- Educate clients about a range of investment products and services, and...

**JOB DESCRIPTION** J.P. Morgan Private Bank provides affluent clients with personalized financial advice, leveraging our global resources to help them achieve their goals. Our dedicated teams manage over $2.1 trillion in client assets worldwide. The International Private Bank (IPB) caters to clients from 80+ countries and operates in nine languages. The...

**JOB DESCRIPTION** J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global...

**Job Title**: CAP Advisor (Commission-Based) **Company**: IQUE CAP **Location**: Remote/Flexible **Job Type**: Commission-Based **About Us**: IQUE CAP is a dynamic investment platform focused on supporting startups by providing them with the necessary capital to grow and thrive. We connect innovative businesses with investors looking for high-potential...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for...

Financial Advisor job role,Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers. **Job Types**: Part-time, Freelance Contract...

An Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell Insurance...

Below is the JD/KRA’s for the positions. Advisor CTC - Max-5LPA Terminal Seating New client acquisition - to acquire 2-3 new clients Revenue generation - revenue to be generated from broking accounts which are self-sourced and are sourced by RM’s Cross selling of third party investment products NISM 8 certification is mandatory in Gujrat Pay:...

An Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell Insurance...

An Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell Insurance...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for...