Senior Financial Advisor

4 days ago

Alleppey, Kerala, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 75,00,000
Job Opportunity

We are seeking a skilled Certified Financial Planner to join our team.

This role will involve serving as a trusted advisor to clients in the Indian financial market, providing personalized advice and developing comprehensive financial plans tailored to their goals, risk tolerance, and financial circumstances.

To be successful in this position, you will need to have a strong understanding of financial planning principles and be able to communicate complex information effectively to clients.

The ideal candidate will have a bachelor's degree in finance or a related field, along with certification as a Certified Financial Planner from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body.

The following responsibilities will be key aspects of this role:

  • Build and maintain relationships with clients through regular communication and proactive engagement to understand their evolving needs and address concerns.
  • Develop and present financial plans that take into account clients' goals, risk tolerance, and financial circumstances.
  • Monitor and review financial plans regularly, making adjustments as needed based on market conditions, life events, or regulatory changes.

Key Skills and Qualifications:

  • Bachelor's degree in finance, economics, business administration, or a related field.
  • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body.
  • Strong analytical and problem-solving skills, with the ability to communicate complex information effectively.

What We Offer:

  • A dynamic and supportive work environment.
  • The opportunity to work with a diverse range of clients and develop your skills and expertise.

  • Financial Services Advisor

    3 days ago

    Alleppey, Kerala, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000

    Job OpportunityWe are seeking a highly skilled and motivated individual to fill the position of Associate. In this role, you will have the opportunity to work with our team in providing financial planning and advisory services.The successful candidate will be responsible for:Assisting senior financial advisors with client relationships and market...

  • Senior Financial Lead

    6 days ago

    Alleppey, Kerala, India beBeeFinance Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Senior Financial LeadKey Responsibilities:Develop and execute comprehensive financial plans, ensuring alignment with business objectives.Drive SAP S/4HANA FICO adoption and continuous improvement of financial processes as a trusted finance leader.Oversee end-to-end business cycles:• Order-to-Cash (O2C): Streamline billing, collections, and...

  • Senior Financial Advisor

    6 days ago

    Alleppey, Kerala, India beBeeFinancial Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Financial Expert WantedWe are looking for a seasoned Financial Specialist to oversee and execute various finance projects, including budgeting, financial analysis, and cash flow management.The ideal candidate should possess excellent analytical skills and the ability to provide strategic financial guidance to business leaders.The role involves:Financial...

  • Senior Financial Advisor

    3 days ago

    Alleppey, Kerala, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 80,00,000

    We are seeking a highly skilled and client-focused professional to join our wealth advisory team.As an Equity Advisor, you will be responsible for trading & order execution, HNI client handling, and cross-selling of wealth & investment products. You should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to...

  • Financial Operations Director

    4 days ago

    Alleppey, Kerala, India beBeeFinance Full time ₹ 20,00,000 - ₹ 25,00,000

    Senior Finance Manager Job DescriptionTalentiser is seeking an experienced Senior Finance Manager to lead our finance team and drive financial growth.Main Responsibilities:Oversee day-to-day finance operations, ensuring accuracy and integrity of financial records, accounts, and reports.Create and manage monthly MIS reports, including P&L, cash flow, and...

  • Senior Financial Advisor

    2 days ago

    Alleppey, Kerala, India beBeeWealthManager Full time ₹ 20,00,000 - ₹ 40,00,000

    Job OpportunityWe are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.You will provide personalized financial advice and wealth management solutions to clients based on their...

  • Senior Cloud Architect Advisor

    15 hours ago

    Alleppey, Kerala, India beBeeCloud Full time ₹ 25,00,000 - ₹ 35,00,000

    Job Title: Senior Cloud Architect AdvisorThis is an exciting opportunity to join our team as a Senior Cloud Architect Advisor, where you will play a key role in shaping the next generation of SAP landscapes on the RISE platform.Access to all SAP internal training and learning resources to enhance your skills.Exposure to cutting-edge SAP products and...

  • Senior Financial Advisor

    3 days ago

    Alleppey, Kerala, India beBeePrivate Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Private Wealth ManagerWe are seeking an experienced Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for providing tailored financial advice and services to high net worth individuals.The ideal candidate will have a strong background in finance and investments, with excellent communication and interpersonal...

  • Strategic Partnership Builder: Financial Institution Relationships

    1 week ago

    Alleppey, Kerala, India beBeeAccount Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Senior Partnership Account ManagerWe are seeking a highly skilled and experienced Senior Partnership Account Manager to join our team. In this role, you will be responsible for driving the growth and performance of complex and/or strategic partnership accounts.As a key member of our team, you will serve as technical consultant, business advisor...

  • Senior Financial Strategist

    4 days ago

    Alleppey, Kerala, India beBeeFinancial Full time ₹ 18,99,999 - ₹ 24,99,999

    Job Title: Senior Financial StrategistThis senior-level position involves leading the financial management of an organization, overseeing financial planning, budgeting, and forecasting. The ideal candidate will have extensive experience in finance, with a strong understanding of financial analysis methods and regulations.