Current jobs related to Financial Advisor - Cochin, Kerala - beBeeFinancial


  • Cochin, Kerala, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Financial Planning ProfessionalWe seek an experienced Financial Planning professional with exceptional relationship-building skills to serve as a trusted advisor to our clients. In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and...

  • Financial Advisor

    21 hours ago


    Cochin, Kerala, India Geojit Financial Services Ltd Full time ₹ 36,00,000 - ₹ 54,00,000 per year

    Responsible for promoting equity productsResponsible for promoting currencyResponsible for promoting Mutual FundsResponsible for promoting SIP's and PMSResponsible for promoting Insurance and BondsJob Types: Full-time, PermanentPay: ₹25, ₹45,000.00 per monthBenefits:Cell phone reimbursementHealth insuranceInternet reimbursementLeave encashmentLife...


  • Cochin, Kerala, India beBeeFinance Full time ₹ 6,00,000 - ₹ 12,00,000

    Job OverviewThe Associate will be responsible for assisting with financial planning and advisory services, managing client relationships, conducting market research, preparing financial reports, and supporting senior financial advisors.Key Responsibilities:Assist with financial planning and advisory services to clients.Manage client relationships to ensure...

  • Financial Team Lead

    2 weeks ago


    Cochin, Kerala, India beBeeProfessional Full time

    Job Summary:We are seeking a seasoned professional to oversee the growth and development of our financial advisory team. This individual will be responsible for identifying, recruiting, and mentoring top talent to drive business expansion.Key Responsibilities:Strategize and execute recruitment initiatives to attract exceptional Financial Advisors.Cultivate a...


  • Cochin, Kerala, India beBeeAccountant Full time ₹ 2,50,000 - ₹ 4,00,000

    Financial Analysis and Advisory ProfessionalWe are seeking a detail-oriented financial analyst with 2-3 years of experience to join our team.This role offers an exceptional opportunity to gain hands-on experience in financial analysis, reporting, and strategic advisory.You will be mentored by experienced professionals and contribute to the delivery of...


  • Cochin, Kerala, India Peak Performance Advisors Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionPeak Performance Advisors helps MSME founders manage business growth by installing performance architecture that aligns people, processes, and priorities. By implementing practical systems, we enable companies to scale without chaos, stress, or micromanagement. Our frameworks empower teams to take ownership, freeing time for founders and...


  • Cochin, Kerala, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Business Finance Manager PositionWe are seeking a highly analytical and strategic Business Finance Manager to serve as a key financial partner to our Sales and Sales Operations teams. The successful candidate will develop comprehensive financial models and dynamic dashboards to monitor critical KPIs, analyze revenue trends, and present sales performance...

  • Academic Advisor

    2 weeks ago


    Cochin, Kerala, India University of Maryland University College Full time ₹ 3,00,000 - ₹ 4,50,000 per year

    An Academic Advisor (Abroad Education Consultancy) supports and empowers students aiming to study overseas. This role involves guiding them through program selection, application procedures, visa processes, pre-departure preparations, and ongoing support, ensuring a seamless and personalized international education journey.Key Responsibilities1. Student...


  • Cochin, Kerala, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,80,000

    \\Job Opportunity: Financial Planning Specialist\We are seeking a detail-oriented and analytical professional to manage financial planning, reporting, fundraising support, and investor presentations at both project and group levels.\The role requires a strong foundation in financial modelling, fund-raising documentation, and compliance, along with the...

  • Management Trainee

    2 weeks ago


    Cochin, Kerala, India BETTERLIFE FINANCIAL SERVICES Full time ₹ 15,000 - ₹ 3,00,000 per year

    Here at BetterLife Financial Services, Kadavanthra, Kochi, We are certified mutual fund distributors recognised by the AMFI (Association of Mutual Funds in India) and also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India).We are looking for a Business DevelopmentExecutive who is responsible for identifying...

Financial Advisor

2 weeks ago


Cochin, Kerala, India beBeeFinancial Full time ₹ 50,00,000 - ₹ 1,30,00,000
About the Opportunity

We are looking for skilled professionals who want to support clients in managing their finances and achieving their long-term goals.

As a financial advisor, you will have the opportunity to build strong relationships with clients, understand their needs, and provide tailored investment advisory services that address their objectives.

Key Responsibilities:
  • Build a portfolio of high net worth individuals or families by delivering exceptional wealth management solutions.
  • Conduct thorough reviews to identify clients' financial needs and develop personalized strategies to meet their objectives.
  • Manage client relationships through proactive communication, regular updates, and prompt responses to inquiries.
What We Offer
  • Opportunities for professional growth and development, including training programs and mentorship.
  • A competitive compensation structure, based on individual performance and contributions to the team's success.
  • The chance to work with a diverse range of clients, each with unique financial challenges and goals.
  • A dynamic and supportive work environment, where collaboration and teamwork are highly valued.