Financial Advisor

A job description for a financial advisor typically includes the following elements: **Job Title**: Financial Advisor **Job Summary**: The financial advisor provides comprehensive financial planning and investment management services to clients. They assess clients' financial situations, develop personalized financial strategies, and offer guidance on...

Job Title: Financial Advisor Company: Unity Share Company Location: turbhe About Unity Share Company: Unity Share Company is a leading financial services firm committed to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial planning, investment management, and wealth advisory services to our clients....

**About the Role**: We are seeking a motivated and detail-oriented individual to assist our Financial Advisor. This role offers a unique opportunity to gain valuable experience in the financial industry and learn from a seasoned professional. Freshers and Experienced can also apply. **Responsibilities**: Administrative Support: - Manage and organize client...

**Job Title: Automobile Insurance advisor** **Location: Thane, Kalyan** **Job Type : Permanent** **Job description for Insurance advisor** **Responsibilities**: 1. **Client Consultation**:Conduct thorough consultations with clients to understand their insurance requirements, financial situation, and risk tolerance. 2. **Insurance Analysis**:Assess...

**Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...

**Primary responsibilities include**: - Preparation of financial statements as well as client financial and management accounting - Managing and over-seeing regulatory and compliance issues - Preparation of Board Packs and client bench-marking analysis - Reviewing new client's business operations and work with the team that implements solutions - Responding...

**Job Title**: Articleship - Chartered Accountant (CA) **Location**: Thane **Department**: Finance & Accounts **Duration**: 3 Years (As per ICAI guidelines) **Reports to**: Senior Chartered Accountant / Manager **Job Summary**: **Key Responsibilities**: - **Audit Support**: - Assist in the preparation and execution of audits, including vouching,...

**Job Title**: Articleship - Chartered Accountant (CA) **Location**: Thane **Department**: Finance & Accounts **Duration**: 3 Years (As per ICAI guidelines) **Reports to**: Senior Chartered Accountant / Manager **Job Summary**: **Key Responsibilities**: - **Audit Support**: - Assist in the preparation and execution of audits, including vouching,...

**Objectives of this role** - Take responsibility (either directly or via staff) for all cash management, investments, insurance, budgeting, and financial reporting, and help drive the company’s financial strategy and hiring needs - Coordinate development of annual operating, capital, and program budgets, as well as reporting for the same - Ensure cash...

**Operational Delivery** - Processing payment requests in compliance with financial policies and procedures - Conduct reconciliation of incoming & outgoing statements for Clients/ Carriers and maintain up to date records on operating system - Perform daily cash management duties, which includes posting of cash to the ledgers, conducting investigation and...

**_Principal Duties and Responsibilities_** **Operational Delivery** - Processing payment requests in compliance with financial policies and procedures - Conduct reconciliation of incoming & outgoing statements for Clients/ Carriers and maintain up to date records on operating system - Perform daily cash management duties, which includes posting of cash to...

Highlighting the benefits of specific programs, and courses in order to attract students and encourage diversity on campus. - Helping students choose courses and extracurricular activities that will help them get into their chosen colleges or careers after graduation. - Staying current with admission processes and requirements, school programs, majors, and...

About sharpely:sharpely is a cutting-edge, data-driven investment research platform that empowers investors with advanced tools for stock analysis, mutual fund and ETF research, backtesting, strategy creation, and more. With flexible offerings tailored for B2B clients, sharpely aims to revolutionise the way investment professionals and firms access and...

Highlighting the benefits of specific programs, and courses in order to attract students and encourage diversity on campus. - Helping students choose courses and extracurricular activities that will help them get into their chosen colleges or careers after graduation. - Staying current with admission processes and requirements, school programs, majors, and...

**Position Overview**: The Risk Assurance - Senior Professional is an individual contributor Risk Officer Role. This role manages and advises on risks for LOB’s across Fiserv. The Risk Officer aggregates and analyzes risks across all enterprise functions including but not limited to strategic, reputational and operational risk for each respective...

For those who wants to pursue Articleship Training for Chartered Accountancy course have excellent opportunity to know the intricacies of **Financial Market**. This career opportunity involves exposure to the clients who are **Mutual Funds**, **Portfolio Managers, Alternative Investment Funds, Insurance Companies, Stock Exchanges**, etc. The area of work...

About sharpely: sharpely is a cutting-edge, data-driven investment research platform that empowers investors with advanced tools for stock analysis, mutual fund and ETF research, backtesting, strategy creation, and more. With flexible offerings tailored for B2B clients, sharpely aims to revolutionise the way investment professionals and firms access and...

About sharpely:sharpely is a cutting-edge, data-driven investment research platform that empowers investors with advanced tools for stock analysis, mutual fund and ETF research, backtesting, strategy creation, and more. With flexible offerings tailored for B2B clients, sharpely aims to revolutionise the way investment professionals and firms access and...

About sharpely:sharpely is a cutting-edge, data-driven investment research platform that empowers investors with advanced tools for stock analysis, mutual fund and ETF research, backtesting, strategy creation, and more. With flexible offerings tailored for B2B clients, sharpely aims to revolutionise the way investment professionals and firms access and...

About sharpely: sharpely is a cutting-edge, data-driven investment research platform that empowers investors with advanced tools for stock analysis, mutual fund and ETF research, backtesting, strategy creation, and more. With flexible offerings tailored for B2B clients, sharpely aims to revolutionise the way investment professionals and firms access and...