Independent Financial Advisor

Insurance advisor s responsibilities include Understanding customer needs Working with customers to understand their insurance needs and requirements Explaining policy options Explaining the terms and conditions of insurance policies including coverage exclusions and limitations Recommending products Recommending products that best suit the client s...

I need people with passion to learn & earn. No target. All required trainings/(online/offline) will be provided. We will hand hold them till the they become indipendent. - Insurance advisor's responsibilities include - Understanding customer needs: - Working with customers to understand their insurance needs and requirements - Explaining policy...

Private Wealth Manager Job DescriptionAs a Private Wealth Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.You will provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.Regular...

Senior Wealth StrategistThe Senior Wealth Strategist will play a pivotal role in fostering and maintaining strong, long-term relationships with high-net-worth clients. This individual will provide customized investment, insurance, and wealth planning solutions that cater to each client's unique financial goals and risk tolerance.Key Responsibilities:Foster...

Key Responsibilities:Lead a High-Performing Team of Financial AdvisorsDevelop and execute strategies to enhance the sales performance of the teamProvide regular training sessions and workshops on product knowledge and sales techniquesConduct performance evaluations and create development plans for team membersDrive business growth by leveraging the skills...

Financial Services Associate RoleWe are seeking a skilled professional to assist with financial planning and advisory services, manage client relationships, conduct market research, prepare financial reports, and support senior financial advisors.About the Job:This is an exciting opportunity for a motivated individual to join our team as a Financial Services...

Finance Expertise for Business GrowthWe seek an experienced finance professional to drive business development and financial strategy. The ideal candidate will have a deep understanding of budgeting, cost estimation, and financial feasibility.Responsibilities:Serve as the financial expert within our Business Development team, providing insights on budgeting...

Job Overview:We are seeking a highly skilled Team Leader to oversee the development and growth of our financial advisory team. This individual will be responsible for recruitment, training, and motivation of a team of financial advisors.

We are seeking a detail-oriented finance professional to collaborate with senior leadership in developing financial strategies, budgets, and forecasts.About the RoleSupport strategic decision-making through monthly and annual financial analysis.Identify cost-saving initiatives and investment opportunities.Key ResponsibilitiesPrepare and manage financial...

A leading financial professional with expertise in finance, accounting, and SAP-enabled transformation is sought after. The successful candidate will be a trusted finance leader with deep SAP S/4HANA expertise and proven experience across order-to-cash, procure-to-pay, plan-to-product, and request-to-service cycles.The ideal candidate will have a strong...