Expert Financial Advisor

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...

Expert Financial Advisor Opportunity">We are seeking a highly skilled and experienced financial advisor to join our dynamic team. As an expert financial advisor, you will play a crucial role in providing top-notch guidance and insights to our clients.Key Responsibilities:Deliver In-Depth Advisory ServicesSupport Client Decision-Making ProcessesConduct...

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...

Personal Finance Advisor RoleJob Summary:We are seeking an experienced Personal Finance Advisor to join our team. As a Personal Finance Advisor, you will be responsible for providing expert advice on financial matters, helping clients achieve their financial goals.Key Responsibilities:Interact with customers via phone, video, chat, or email to understand...

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...

Finance Advisor Job OverviewAs a Finance Advisor, you will play a vital role in assisting clients with sound financial advice and investment strategy development.Key Responsibilities:Deliver personalized financial guidance to clients on investment opportunities and risk management.Analyze market trends and economic data to support informed...

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...

Chief Business OfficerWe are seeking a visionary leader to drive strategic growth and scale our unique model. This is an opportunity to be part of a movement that revolutionizes the relationship between financial advisors and institutions.Our philosophy is built on one radical belief: the advisor is the asset, and they should own a piece of the value they...

Job Opening: Advisor (RCAD) Wealth Advisory Location: Malad, Mumbai Shift: 8:30 AM 5:30 PM | Mon–Sat (2nd & 4th Sat Off + Sunday Fixed Off) CTC: Up to 8 LPA Education: Graduate (55% & above) Experience: 2+ Years in HNI Broking / Trading / Wealth Advisory. About the RoleFirm is hiring an Advisor – RCAD for its Wealth Advisory team. The role involves...