Financial Advisor
3 weeks ago
Job Description We are seeking a highly motivated and results-driven individual to join our team as a Part-Time Financial Advisor. This hybrid role offers the flexibility to manage your own schedule while helping clients achieve their financial goals. Key Responsibilities - Develop and maintain strong relationships with clients, understanding their financial goals and risk appetite. - Conduct in-depth financial assessments and create tailored financial plans. - Offer expert guidance on investments, insurance, retirement, and estate planning. - Review and optimize client portfolios to align with market trends and individual objectives. - Stay up to date on financial markets, regulations, and economic shifts. - Actively engage in networking, referrals, and community outreach to attract new clients. - Present comprehensive financial plans and investment strategies clearly and confidently. - Uphold compliance with all relevant regulations and ethical practices. - Collaborate with attorneys, accountants, and other professionals to provide holistic solutions. - Commit to continuous learning and development within the financial domain. Eligibility Criteria - Bachelor's degree in Finance, Economics, Business Administration, or a related field (preferred). - 35 years of proven success in financial advisory or related services. - Strong grasp of investment strategies, financial planning, and market analysis. - Excellent communication, interpersonal, and presentation skills. - A proactive, business-minded attitude with focus on results. - Commitment to exceptional client service and ethical conduct. - Self-driven and capable of balancing multiple client relationships part-time.
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Financial Advisor
4 weeks ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
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Financial Advisor
5 days ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
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Financial Advisor
3 weeks ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
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Financial Advisor
1 week ago
Chennai, India Max life insurance Full timeJob Title: Financial Advisor Preferred Location: Chennai We are seeking a motivated and fresher or experienced Financial Advisor to join our team.you will have the opportunity to earn Rs 25000 to 50000 income while helping clients protect their loved ones and their assets. Qualifications: Graduate **Benefits**: Work from home Unlimited earning potential...
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Financial Advisor
1 week ago
Chennai, India Max life insurance Full timeJob Title: Financial Advisor Company: - Max Life JV of AXIS BANK Preferred Location: Chennai We are seeking a motivated and fresher or experienced Financial Advisor to join our team.you will have the opportunity to earn Rs 25000 to 50000 income while giving Advise to clients protect their loved ones and their...
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Financial Advisor
2 weeks ago
Chennai, Tamil Nadu, India DEB Management Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionDEB Management Consulting is an emerging financial and engineering boutique consulting organization based in Chennai, Tamil Nadu, India, with a presence across Southern India. We specialize in banking and private financing, offering innovative financial products such as offshore accounts, various forms of bank guarantees and letters of...
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Financial Advisor
7 days ago
India Corenza Full timeRoles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...
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Financial Advisor
1 week ago
Chennai, India STSK Controls and Automation Full timeWe need a C.A. person as financial advisor for our company. Atleast 5-7 years experience is mandatory. Accommodation will be provided. Salary will be discussed during the interview process. Kindly share your resume in whatsapp number 8110947821 Schedule: - Day shift Supplemental pay types: - Performance bonus Ability to commute/relocate: - Chennai,...
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Financial Advisor
3 days ago
Chennai, Tamil Nadu, India Hire22 Full time ₹ 4,00,000 - ₹ 12,00,000 per yearWe are seeking ahighly motivated and results-driven individualto join our team as aPart-Time Financial Advisor. This hybrid role offers the flexibility to manage your own schedule while helping clients achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding their financial goals and risk...
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Financial Advisor
2 weeks ago
Chennai, Tamil Nadu, India ARJUNA VENTURES Full time**Financial Advisor - Part-Time / Freelance Opportunity** We are seeking **motivated and dynamic individuals** to join us as **Insurance & Investment Advisors**. This is a golden opportunity for those looking for **flexibility, attractive earnings, and recognition**, while helping clients achieve their financial goals. **Key Skills & Requirements**: -...
