Expert Financial Advisor

Job TitleSenior Financial Advisor & Portfolio ManagerRole OverviewWe are seeking an experienced and dynamic Certified Financial Planner to serve as a trusted advisor to our clients.In this role, you will leverage your financial planning expertise to design and implement tailored financial plans, manage client portfolios, and foster long-term client...

Expert Wealth StrategistWe are seeking a highly skilled and experienced Expert Wealth Strategist to join our team. In this role, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.The ideal candidate will have a deep understanding of financial markets, excellent analytical and problem-solving...

Advisor - Wealth Advisory RoleWe are seeking a skilled and client-focused Advisor to join our Wealth Advisory team. The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products.The right candidate should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to...

Senior Financial Expert WantedWe are seeking a skilled Senior Financial Expert to join our team as a Manager.Key Responsibilities:Lead complex financial due diligence engagements and identify key transaction issues.Prepare high-quality reports and review sections compiled by junior team members.Manage smaller assignments independently or assist on larger...

Establish Your Reputation as a Trusted Business AdvisorType: Freelance with Strong Potential for Retainer or Fixed CompensationBuild a Thriving Advisory Business and Unlock New Income Opportunities The RoleAs a business advisor, you will work closely with entrepreneurs and professionals to help them establish and grow their businesses. You will be...

Financial ProfessionalSeeking a detail-oriented and organized Financial Professional to provide support in maintaining accurate financial records, reconciling bank and credit card accounts, ensuring tax compliance, and preparing corporate tax returns.Key Responsibilities:Maintain accurate financial records using Excel and QuickBooks Online.Reconcile bank and...

Job SummaryWe are seeking an experienced finance leader to join our operations. The successful candidate will be a trusted advisor with deep expertise in SAP S/4HANA and proven experience across order-to-cash, procure-to-pay, plan-to-product, and request-to-service cycles.Key Responsibilities:Develop financial plans, budgets, forecasts, and analyses that...

Financial Planner OpportunityA skilled financial planner is needed to provide personalized investment and financial planning services to clients. The ideal candidate will have a strong understanding of financial markets, investment products, and client relationship management.Key Responsibilities:Conduct comprehensive consultations with clients to understand...

Job Title: Chief Financial StrategistTo achieve success as a Chief Financial Strategist, you will be responsible for building long-lasting relationships with high-net-worth clients. You will be the primary point of contact for these clients, providing them with comprehensive financial solutions and ensuring their financial goals are met.About This Role:You...

Job Title:Oracle Financials ExpertWe are seeking a seasoned Oracle Financials expert with extensive experience in configuring and implementing Oracle E-Business Suite (EBS) Financials, Revenue Management & Billing (ORMB), and Cloud migration or upgrade initiatives.This is a hybrid role requiring a minimum of three days per week in the office. As a Subject...