Elevate Your Career as a Senior Financial Advisor

2 days ago


Mount Abu, Rajasthan, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Senior Financial Planner Position

We seek a seasoned professional to serve as a trusted advisor for high-net-worth clients.

Key Responsibilities:
  • Client Relationship Management:
    • Establish and maintain strong relationships with affluent clients through proactive engagement and personalized advice.
    • Identify opportunities to deepen client relationships and generate referrals to grow the firm's client base.
  • Financial Planning:
    • Conduct comprehensive financial assessments, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop tailored financial plans based on clients' goals, risk tolerance, and financial circumstances.
    • Monitor and review financial plans regularly to adjust strategies as needed.
  • Business Development:
    • Utilize existing networks and relationship-building skills to acquire new clients and expand assets under management (AUM).

Requirements:

  • Certified Financial Planner (CFP) certification from a recognized body.
  • Minimum of 5 years of total experience in financial planning and wealth management.
  • Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).


  • Mount Abu, Rajasthan, India beBeeAuditor Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Senior Associate - AdvisoryElevate your professional career with a dynamic role in our GCC Back Office.Key Requirements:- ACCA Affiliate, CMA India Qualified, or CA Qualified- 3-5 years of experience in advisory servicesJob DescriptionThis is a full-time, on-site role for a Senior Associate - Audit located in Dubai. The Senior Associate - Audit will be...


  • Mount Abu, Rajasthan, India beBeeCareer Full time AU$ 60,000 - AU$ 90,000

    Unlock Your Potential as a Registered Nurse in AustraliaElevate your career with our Pathways to Practice Program, designed to equip you with the skills and knowledge required to succeed as a Registered Nurse.Gain valuable experience through our Trainee Assistant Nurse role, where you'll work alongside experienced professionals in a recognised Australian...


  • Mount Abu, Rajasthan, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000

    Unlock Careers in FinanceWe're revolutionizing the finance industry through high-quality education and training.Sought after by leads, learners, and professionals, we help unlock rewarding careers in finance by offering premium upskilling verticals.Key responsibilities of this role include engaging with leads generated through campaigns, understanding...

  • Sr Associate

    1 week ago


    Mount Abu, Rajasthan, India Tass & Hamjit Financial Advisory Full time

    Elevate Your Career with Tass & Hamjit Location : Calicut, Kerala. We're looking for a Senior Associate - Advisory to join our team in the GCC Back Office. If you're a qualified accounting professional with 3-5 years of experience and a passion for advisory services, we want to hear from you Key Requirements: - ACCA Affiliate, CMA India Qualified,...


  • Mount Abu, Rajasthan, India beBeeAdvisory Full time US$ 36,000 - US$ 2,40,000

    Freelance Business StrategistA commercial advisor plays a crucial role in building business empires by establishing Singapore-based entities. This freelance position offers strong potential for financial rewards, with earning potential ranging from USD 3,000 to 20,000+ per month.The RoleAs a licensed advisor, you will work closely with entrepreneurs,...


  • Mount Abu, Rajasthan, India beBeeElevatorSpecialist Full time US$ 8,00,000 - US$ 12,00,000

    Our team is seeking an Elevator and Escalator Professional to join our collaborative environment. This role involves leading elevator traffic analysis using software for various options to ensure design requirements are met. Key responsibilities include preparing traffic analysis presentations for clients, maintaining regular communication with clients,...


  • Mount Abu, Rajasthan, India beBeeAccountant Full time ₹ 15,00,000 - ₹ 20,00,000

    Elevate Your Career with Tass & Hamjit Location : Calicut, Kerala. We're looking for a Senior Associate - Advisory to join our team in the GCC Back Office. If you're a qualified accounting professional with 3-5 years of experience and a passion for advisory services, we want to hear from you Key Requirements: - ACCA Affiliate, CMA India Qualified,...


  • Mount Abu, Rajasthan, India beBeeTransaction Full time ₹ 12,24,000 - ₹ 16,48,000

    Job Title:We are seeking a highly skilled Financial Transaction Advisor to lead and execute engagements across finance, valuations, due diligence, and tax advisory.The ideal candidate brings both technical expertise and the ability to act as a trusted advisor to founders and investors.About the RoleAs a Financial Transaction Advisor, you will be working...


  • Mount Abu, Rajasthan, India beBeeInvestmentBanking Full time US$ 80,000 - US$ 1,50,000

    Join a dynamic investment banking team as an Analyst and play a critical role in executing transactions and providing financial advisory services for clients across Asia with a focus on India domestic deals.This position offers a unique opportunity to work on high-profile deals, develop key relationships with clients, and contribute to the growth and success...


  • Mount Abu, Rajasthan, India beBeeRegulatory Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Senior Regulatory AdvisorJob DescriptionThe Senior Regulatory Advisor will play a pivotal role in our Financial Regulatory Practice, responsible for steering complex client engagements across regulatory supervision, policy formulation, risk management, and compliance transformation. The ideal candidate will bring exceptional expertise from...