Financial Advisor

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors'practices. This position will...

Wealth Management Advisors wanted.As the world's leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.We advise over 100,000 clients across the globe with in excess of $12bn under advice and...

Wealth Management Advisors wanted.As the world’s leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.We advise over 100,000 clients across the globe with in excess of $12bn under advice and...

Support advisors in creating and delivering comprehensive financial plans for their retail clients.ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination...

About Krishna Financial Corporation Krishna Financial Corporation is dedicated to helping individuals and families secure their financial futures.We provide our clients with tailored financial advice and solutions, aiming to help them achieve their financial goals and dreams.Join us to be a part of a dynamic team committed to making a difference.Position...

About Krishna Financial Corporation Krishna Financial Corporation is dedicated to helping individuals and families secure their financial futures. We provide our clients with tailored financial advice and solutions, aiming to help them achieve their financial goals and dreams. Join us to be a part of a dynamic team committed to making a difference. Position...

ResponsibilitiesInternal Operational activities: Assist financial advisors in servicing clients through operational and analytical support Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts Updating...

Wealth Management Advisors wanted. As the world's leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. We advise over 100,000 clients across the globe with in excess of $12bn under advice and...

This role will be primarily focused on supporting the Advice and Wealth Management LFO by reporting and analyzing current and past trends in key performance indicators for specific revenue and expenses, supporting periodic forecast, budgeting and variance analysis intended to provide financial decision support and commentary around the business performance....

About the Company:We are looking for experienced Financial advisors who hold either of the following qualifications:CWM(Chartered Wealth Manager),CISI- (Chartered Institute for Securities & Investment),CIWM- (Certified International Wealth Manager) or aCFP- (Certified Financial Planner).About the Role:Not only can we offer the experience to manage a vast and...

About the Company: We are looking for experienced Financial advisors who hold either of the following qualifications:CWM (Chartered Wealth Manager), CISI - (Chartered Institute for Securities & Investment), CIWM - (Certified International Wealth Manager) or a CFP - (Certified Financial Planner).About the Role: Not only can we offer the experience to...

This position will work as a part of the ABDG Centralized Desk and provide support on driving 'Goal Based Advice' including Comprehensive and Foundation Advice. This would include support on Financial Planning tools, concepts, support on AFPS/ CAF set-up queries, etc. This would be an on-request support available to the advisors to help them on more complex...

Career Advisor Job description Roles and Responsibilities - We are looking for an Career Advisor, who should be; - Assess applicants to determine financial eligibility and feasibility of granting loans. - Determine all applicable ratios and metrics and set up debt payment plans - Communicate with clients either to request or to provide information - Justify...

Directly support Senior Leaders to ensure effective management of all accountabilities that support the executive office. This includes communications, set business agendas, regular interaction with the Executive's direct reports, manage the office, and take on specific assignments and ensure deliverables are met. Manage calendar of multiple...

Self Driven Insurance Advisor resposible for providing financial advice to clients on retirement planning, investing in future, saving for education and life protection. To Generate leads, meet with clients, complete a financial need analysis and present them with customised financial proposals. Discuss and market various insurance options that suit their...

**Key Responsibilities**- Internal Operational activities: - Assist financial advisors in servicing clients through operational and analytical support - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. - Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely...

**Key Responsibilities**- o Internal Operational activities: - Assist financial advisors in servicing clients through operational and analytical support - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. - Maintaining social media platforms (Facebook & LinkedIn) with relevant and...

Key Responsibilities- o Internal Operational activities:Assist financial advisors in servicing clients through operational and analytical support Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts...

**Job description** **Roles and Responsibilities** - We are looking for an Education Loan Advisor, who should be; - Assess applicants to determine financial eligibility and feasibility of granting loans. - Determine all applicable ratios and metrics and set up debt payment plans - Communicate with clients either to request or to provide information -...

Responsibilities Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures. Participate in Operational, Domain and softskills development training programs to develop process and domain knowledge and build/improve skills & competencies. Participate...