Senior Financial Advisor

Role OverviewAs aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

As a Senior Financial Advisor, you will be the primary point of contact for new clients. You will engage directly with HNIs and upper-middle-class prospects, understand their financial situation, explain our frameworks in a clear and compelling manner, and guide them toward structured investments. This role requires building trust quickly, converting...

Company Overview:FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisoryplatform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planningsolutions followed by investment execution to complete the entire circle. Committed todriving transformative change, we take pride in being among the early adopters...

Job OverviewWe are seeking an experienced professional to join our team as a Senior Investment Advisor. The successful candidate will have strong relationships with clients, advising them on investment strategies and providing exceptional service.Key Responsibilities:Building client relationships and providing personalized investment advice.Developing and...

RoleOverviewAs anInsurance Advisor, you will lead client-facing insurance advisory and servicing. You will conduct protection needs analysis, audit legacy policies using the MWEC technique, and designFamily Insurance Portfolios (FIPs)that align with client risk profiles and life goals. The role includes onboarding support, renewal management, and claims...

Job Opportunity: Financial Advisor (Equity-Based) – E CelebsLocation : Mumbai / LondonAre you a finance leader who wants to be part of building the next big thing in entertainment, luxury, and Web3?About E CelebsECelebs is pioneering a digital-first ecosystem at the intersection of celebrities, luxury, technology, and the metaverse. We are building a new...

Job Title:A Strategic Financial Advisor is required to play a pivotal role in driving business success through effective financial planning and analysis.Key Responsibilities:Data Preparation and Circulation: Prepare and circulate timely data to stakeholders, ensuring seamless communication and collaboration.Operational Performance Analysis: Analyze...

Job Profile: Senior Corporate AdvisorOverview:This is a key position in the organization, requiring someone with exceptional skills and experience.Responsibilities:Provide high-level support to senior executives, ensuring seamless day-to-day operations.Work closely with stakeholders to develop and implement strategic plans.Develop and maintain effective...

**Job Title:** Senior Accounting AdvisorAs a senior accounting advisor, you will provide high-quality advisory services to clients. You'll be responsible for maintaining strong client relationships, collaborating with senior stakeholders, mentoring team members, and actively supporting business development initiatives.Responsibilities:Actively participate in...

Financial Planning and Analysis ManagerThe Financial Planning and Analysis Manager plays a pivotal role in driving strategic decisions across the organization. This individual serves as a trusted advisor to senior leadership, providing financial clarity and enabling informed business decisions.This position is at the forefront of transforming how the...