Financial Advisor Role

2 days ago


Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 15,00,000
Job Overview

The role of an Associate entails collaborating with experienced financial planners to deliver advisory services, building strong client relationships, conducting market analysis, preparing comprehensive financial reports, and providing support to senior financial advisors.

This position is ideal for individuals who possess exceptional analytical skills, are proficient in financial planning, and have a keen understanding of the investment landscape.

Key Responsibilities
  • Assist in the delivery of high-quality financial planning and advisory services to clients.
  • Build and maintain robust client relationships through effective communication and trust-building.
  • Conduct thorough market research and analyze financial data to inform strategic decisions.
  • Prepare accurate and timely financial reports to stakeholders.
  • Support senior financial advisors in their day-to-day activities.
Requirements

To excel in this role, you will need:

  • A Bachelor's degree in Finance, Economics, Business, or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office and relevant financial software.
  • Able to work effectively in a team environment.
Benefits

This role offers a competitive salary package, opportunities for career growth and development, and a collaborative work environment.



  • Aligarh, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Financial Planning SpecialistWe are seeking a seasoned and accomplished financial planning professional with a proven track record in relationship management to serve as a trusted advisor to our clients.About the Role:This role will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans,...


  • Aligarh, Uttar Pradesh, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000

    We are seeking a seasoned Advisor to join our Wealth Advisory team.The ideal candidate will have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to advise clients on diversified financial products.Key Responsibilities


  • Aligarh, Uttar Pradesh, India beBeeFinancial Full time US$ 90,000 - US$ 1,40,000

    Investment Banking Analyst Job OpportunityAbout UsWe are a global full service, integrated investment banking and securities firm. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our alternative asset management platform. We offer deep sector expertise across a...


  • Aligarh, Uttar Pradesh, India beBeeWealth Full time ₹ 18,40,476 - ₹ 21,96,867

    Financial Services ExpertWe are seeking a skilled financial services professional to join our team.Job Responsibilities:Develop and implement customized wealth management strategiesProvide expert advice on investment solutions and risk managementMaintain high client satisfaction through dedicated serviceRequired Skills and Qualifications:Financial planning...


  • Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Senior Financial StrategistThe Senior Financial Strategist plays a pivotal role in driving business growth by leveraging financial planning and analysis principles. This position requires strong communication and stakeholder engagement skills to translate complex financial concepts into actionable solutions.


  • Aligarh, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Establish a lasting connection with high-net-worth individuals and families, providing personalized financial guidance to help them achieve their long-term goals.The Private Banker role involves working closely with clients to understand their unique financial situations, creating tailored strategies for wealth management, and ensuring seamless execution...


  • Aligarh, Uttar Pradesh, India beBeeAccountant Full time ₹ 30,00,000 - ₹ 50,00,000

    Akiva Business Advisors is a financial advisory and global accounting bookkeeping services company. With over 15 years of experience, we specialize in debt resolution and debt syndication for small to medium-sized enterprises in India, as well as international advisory services through Knowledge Process Outsourcing (KPO). Our tailored services help clients...


  • Aligarh, Uttar Pradesh, India beBeeWealth Full time ₹ 3,00,00,000 - ₹ 5,00,00,000

    Job Opportunity: Wealth ManagerWe are seeking an experienced Wealth Manager to provide customized investment, insurance, and wealth planning solutions to high-net-worth clients. The ideal candidate will have a strong track record of building long-term relationships with clients, understanding their financial goals and risk tolerance.Key...


  • Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 18,00,000

    Senior Financial Leadership OpportunityWe are seeking an experienced Chartered Accountant to lead our finance team in achieving financial excellence.The ideal candidate will be responsible for ensuring accurate financial reporting, audit compliance, and analytical support. This includes managing financial accounting for the business-to-consumer segment,...


  • Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 20,00,000

    Job Title: Senior Financial ProfessionalWe are seeking a highly skilled and experienced professional to provide strategic financial guidance and support.Key Responsibilities:Accounting and general ledger analysis, MIS reports, customer invoicing, cash flow, collections, vendor payments, fixed deposits, depreciation, etc.Financial statement preparation,...