Expert Financial Planners Wanted

2 days ago


Kota, Rajasthan, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000
Job Role: Financial Advisor

We are seeking a highly skilled Financial Planner to lead our wealth management team.

Key Responsibilities:

  • Broaden and deepen relationships with high net worth clients.
  • Develop tailored wealth management solutions based on client needs and goals.
  • Conduct thorough reviews to identify personal and financial requirements of clients.
  • Deliver exceptional client service through effective communication and relationship building.
  • Provide in-depth advice on personal wealth across various investment products and services.
  • Stay informed about legislative, regulatory, and industry developments to ensure compliance and best practices.

Requirements:

  • Possession of relevant certifications or qualifications such as Certified Wealth Management or Financial Planning.
  • A robust client book consisting of high net worth individuals.
  • Excellent numerical and analytical skills with a strong customer focus.
  • Previous experience in managing complex client relationships desirable but not essential.

We Offer:

  • Opportunities for professional growth and further qualification.
  • A range of career paths and opportunities for advancement.
  • A competitive commission structure that rewards performance.
  • Ongoing training and development to support your success.


  • Kota, Rajasthan, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,50,00,000

    We are seeking a Strategic Financial Planner to join our team.About the Role:This is an exciting opportunity to develop and implement comprehensive financial models that drive business growth and inform strategic decision-making.You will be responsible for preparing monthly reports and providing data-driven insights to senior leadership, as well as...


  • Kota, Rajasthan, India beBeeFinancialPlanner Full time ₹ 20,00,000 - ₹ 25,00,000

    Senior Financial PlannerWe are seeking an experienced Senior Financial Planner to join our elite remote team. As a Senior Financial Planner, you will be responsible for independently managing complex financial tasks, working within a fast-paced environment, and contributing meaningfully to the strategic development of financial solutions.Key...

  • Financial Planner

    6 hours ago


    Kota, Rajasthan, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,50,00,000

    About the Role:OneBanc is a neo-bank building the economic infrastructure for India's workforce. A young girl asked Vibhore, a serial entrepreneur, why her piggybank money never grew. Adopting this philosophy of demanding more, OneBanc connects enterprises, banks, and HR Tech platforms to enhance value for all stakeholders.Key Qualifications:2+ years of...


  • Kota, Rajasthan, India beBeeSurgeon Full time ₹ 15,00,000 - ₹ 20,00,000

    Expert ENT-Head and Neck Surgeon WantedWe are seeking a highly skilled expert in Ear, Nose and Throat (ENT) medicine to join our dynamic team of healthcare professionals.The successful candidate will have various responsibilities including outpatient care and surgery. Experience levels are welcome to apply.Flexible working hours are offered and tailored to...

  • Financial Expert

    4 days ago


    Kota, Rajasthan, India beBeeAccountant Full time ₹ 12,00,000 - ₹ 15,00,000

    Job Title: Financial ExpertWe are seeking a highly skilled and certified professional to fill this role.Key Responsibilities:Preparation of financial statements in compliance with regulatory requirements.Conduct audits ensuring adherence to compliance standards.Provide tax planning and advisory services, ensuring clients meet relevant taxation...


  • Kota, Rajasthan, India beBeeFinancial Full time US$ 1,25,000 - US$ 1,75,000

    Financial Analyst Job DescriptionThis is a key role in our company that focuses on financial analysis and planning. As a financial analyst, you will be responsible for analyzing financial data, preparing forecasts, and making recommendations to improve business performance.The ideal candidate will have a strong background in finance, with experience in...

  • Financial Systems Expert

    35 minutes ago


    Kota, Rajasthan, India beBeeFico Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    About the RoleGlobally recognized organizations seek professionals with expertise in financial management systems to drive business growth and efficiency.We require a seasoned SAP FICO expert to lead our clients' digital transformation initiatives.

  • Financial Expert

    6 hours ago


    Kota, Rajasthan, India beBeeFinancial Full time ₹ 1,63,52,000 - ₹ 1,99,20,000

    Job DescriptionThe ideal candidate will be responsible for preparing accurate and timely consolidated/standalone books of accounts & financial reports.They must ensure the review and issuance of Consolidated and Standalone Balance Sheet, Profit and Loss Statement, Cash Flow Statement, Statement of Changes in Equity and Notes to accounts as per Indian...


  • Kota, Rajasthan, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 25,00,000

    Job Role: Financial AnalystThe role of a Financial Analyst is pivotal in our organization, contributing to sustainable growth for our business and much-loved brands.We are part of a large organization, responsible for driving exceptional performance and creating potential for future growth. Our finance team utilizes digital capabilities and analytics to...


  • Kota, Rajasthan, India beBeeFinance Full time ₹ 18,00,000 - ₹ 24,00,000

    Job Opportunity:Financial Planning and Analysis ManagerWe are seeking a highly skilled Financial Planning and Analysis Manager to drive process improvements, provide business insights on a periodic basis, and coordinate audit processes.Key Responsibilities:Collaborate with senior management to enhance the periodic forecast and annual planning for the...