Senior Financial Advisor

Job SummaryWe are seeking a seasoned Certified Financial Planner (CFP) to join our team as a Senior Relationship Manager in the Fintech/Wealth tech space.The ideal candidate will have a strong background in financial planning and wealth management, with excellent relationship-building skills and a deep understanding of the financial market and regulatory...

Senior Certified Financial Planner and Relationship ManagerA dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager is required to serve as a trusted advisor to our clients.This role involves leveraging financial planning expertise and relationship-building skills to design and implement tailored...

**Financial Planning Assistant Wanted**We are seeking a highly motivated and detail-oriented professional to assist with financial planning and advisory services.Key Responsibilities:Develop and implement financial plans and investment strategies for clients.Analyze financial data to inform business decisions.Prepare detailed financial reports and...

Job DescriptionWe are seeking a skilled Financial Advisor to join our Wealth Advisory team.The role involves trading & order execution, client handling, and cross-selling of financial products.The right candidate should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to advise clients on diversified financial...

Financial Leadership OpportunityWe are seeking an accomplished Financial Strategist to provide expert financial guidance and analysis to our clients.This role offers a unique chance to leverage your expertise in financial planning, budgeting, and forecasting by analyzing daily financial activities. You will identify key trends and opportunities for growth...

Job OverviewWe are seeking an experienced Capital Markets professional with expertise in equity fundraising and investment banking transactions.The candidate should have strong exposure to IPOs, Rights Issues, QIPs, Bonds, and other capital market deals along with a deep understanding of SEBI regulations and compliance.Key Responsibilities:Lead capital...

Career Opportunity:As a seasoned wealth management professional, you will play a pivotal role in cultivating and maintaining high-value relationships with affluent clients. You will demonstrate an acute understanding of their financial objectives and risk tolerance to deliver bespoke investment, insurance, and wealth planning solutions.Key...

Senior Finance Manager RoleThe Senior Finance Manager is responsible for overseeing the financial operations, reporting, and compliance of multiple entities within the organization.This role ensures accurate financial consolidation, regulatory adherence, and strategic financial guidance to support business growth and governance.Key Responsibilities:Prepare...

Lead Financial Services Tax Specialist  Job Overview:The successful candidate will play a key role in the preparation and review of complex financial services client returns. You will be responsible for guiding staff and seniors on potential tax adjustments due to tax law changes.  As Lead Financial Services Tax Specialist, you will oversee kick-off...

Job DescriptionWe are seeking a talented professional to assume a leadership role at our organization. This is a hybrid position that requires working at least three days a week in the office.This senior-level role involves assessing client employee health and benefits programs, including plan design, vendor relationships, and cost drivers.The ideal...