Financial Advisor

Role OverviewAs a Financial Advisor you'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...

**Job Title**: Financial Advisor - Accounting Services **About Us**: Datamatics is a leading provider of comprehensive accounting services, dedicated to helping businesses in the UK optimize their financial operations. We are seeking a skilled Talent with strong communication abilities and a solid understanding of accounting principles to join our team and...

Job title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...

**Division**: Lead Management System - Financial Services **Designation**:Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**:1-3 years **Roles & Responsibilities**: Contact businesses and private individuals by telephone to promote services Should be able to explain the product and its benefits to the...

Division: Lead Management System - Financial Services Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 0 -3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving...

Key Responsibilities:The Advisor will support the firm across client engagement, research, and delivery functions.The role involves preparing high-quality presentations, reports, and digital content, and engaging directly with clients, investors, and stakeholders across various assignments.The Advisor is expected to demonstrate strong communication,...

Roles & Responsibilities:- Coordinating new client onboarding process with the back office team- Data gathering and Financial plan creation within agreed TAT and as per process checklists- Presentation of draft and final plans- Portfolio reviews and recommendations- Presentation of portfolio reviews and investment recommendations/exits to clients within...

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...

Job Role-Financial Accounting Advisor CL : 13 - Max budget: 18,500/- Shift timings: **5:30pm to 3:30am** **Location: Mumbai MDC 7 - Gigaplex Estate** **Requirements**: Job Role-Financial Accounting Advisor CL : 13 - Max budget: 18,500/- Shift timings: **5:30pm to 3:30am** **Location: Mumbai MDC 7 - Gigaplex Estate** **Job...

**Job description** **Job Title**: Certified Financial Planner (CFP) **Company**: Azuke Global Investment Advisory LLP (AGIAL) **Location**: Mumbai **Experience**: Minimum 3 years in financial planning and advisory to retail clients **Education**: Graduation (minimum) with a valid CFP certification **Critical Qualities**: - Adherence to ethical...