Financial Advisor

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors’practices. This position will...

Support advisors in creating and delivering comprehensive financial plans for their retail clients. **Responsibilities** - Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level - Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

The candidate will be responsible to work with a dedicated advisor a team of financial advisors and staff to help provide outstanding service to our clients It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices This position will...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors'practices. This position will...

Job Description:Job Location:-3rd Floor, Plot No 1/C, Raipur Khadar, Sector 126, Noida, Uttar Pradesh 201313About the role:- We are looking for Financial Advisors to evaluate, and authorize loan applications for our students. You will act as a liaison between students & loan services ensuring that the qualified applicants will acquire loans on time. .You'll...

Role : Financial AdvisorLocation : Noida (Sector 2)Working days : 5 DaysExperience : 0-1 YearABOUT NIVESHNivesh is an award-winning digital-first platform that aims to solve the problem of low penetration of financial products like insurance and mutual funds in India. The full-stack platform provides a wide array of financial products to financial...

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Direct communication with clients and advisors to assist them with their queries, open issues and resolve high level problems over the phone in timely manner. Emphasis is on creating and delivering a...

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Direct communication with clients and advisors to assist them with their queries, open issues and resolve high level problems over the phone in timely manner. Emphasis is on creating and delivering a...

**Job description** Who can Onbard a new Client and Provide trade sell advisory Services. Cross selling of third party investment products Seating, Advising clients on Equity, Derivatives Markets. Creation of revenue & Activation of clients through effective Advisory. order punching, Trade confirmation, Portfolio Management Send Cv on Whats app:...

The candidate will be responsible to work with advisors and clients regarding service issues requests policies procedures and information on accounts Communication with advisors via system to assist them with their queries open issues and resolve high level problems in timely manner Emphasis is on creating and delivering a unique client experience that...