Financial Advisor Champion

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...

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...

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...

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...

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 Title: Financial AdvisorWe are seeking a highly skilled financial advisor to join our organization. As a fee-only advisory firm, we provide unbiased and transparent financial recommendations to our clients.The ideal candidate will have strong communication skills, experience in investment advisory, wealth management, and mutual funds, as well as...

Business Development Associate RoleJob Description:The Business Development Associate will play a pivotal role in identifying and recruiting top-notch advisors to build a robust advisor base. This position involves providing comprehensive assistance to advisors in lead generation, prospecting, and business development.Key responsibilities include ensuring...

About Us: At LXME, we're on a mission to revolutionize how women in India engage with money. As India's first financial platform built by women, for women, we're building a financially fearless generation through education, access, and community. Role Overview: We are looking for a dynamic, empathetic, and data-driven woman financial advisor to lead a team...

Job Opportunity: Strategic Financial AdvisorWe are seeking a detail-oriented Chartered Accountant with 0-2 years of post-qualification experience to join our consulting team.Key Responsibilities:Strategic Leadership: Deliver strategic financial guidance and direction to client businesses.Decision-Making Support: Advise on key financial initiatives such as...

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...