Strategic Wealth Advisor

**ABOUT THE COMPANY** Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric approach that ensures sustained financial success. With a strong presence...

Company Description Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a well-diversified financial services firm headquartered in Mumbai. With over 12,000 team members, MOFSL offers a range of financial products and services including Private Wealth, Retail Broking, Asset Management, and Investment Banking. The company...

Connect on for more details on the role you may also whats up your resume on Job Title: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 4-8 years (Sr. Role) | 2-5 years (Jr. Role)Education: Graduate (CFP/CFA/CA preferred)About the Role:Seeking a dynamic Wealth & Investment Advisor to manage and grow relationships with...

**Job Title**: **CFO Advisory Assistant (Execution & Coordination Support)** **About Ativeera Strategic Advisor**: Ativeera is a boutique virtual CFO and financial advisory firm helping MSMEs and growing businesses unlock clarity, control, and confidence in their financial journey. From dashboards and budgeting to cash flow and financial systems, we work...

About the role: The position of CFP & Relationship Manager / Investment Advisor based in Gurgaon is designed for experienced professionals in financial planning and wealth management, with 3 to 10 years of relevant industry experience. The ideal candidate should hold a graduate degree, with a preference for those who are Certified Financial Planners (CFP),...

Organization: Valion E Assets Pvt. Ltd. Engagement Type: Partnership (Revenue-Sharing Model) Location:Pan-India (flexible; office presence encouraged) Compensation:Revenue Sharing + Retention Benefits + Valued Rewards (No Fixed Salary, only Reimbursements) About the Role Valion E Assets is seeking seasoned professionals as Partners to strengthen our Wealth &...

About the role The position of CFP Relationship Manager Investment Advisor based in Gurgaon is designed for experienced professionals in financial planning and wealth management with 3 to 10 years of relevant industry experience The ideal candidate should hold a graduate degree with a preference for those who are Certified Financial Planners CFP Chartered...

Job Description Company Description deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $15 billion under management and more than 80,000 clients in over 100 countries. With 70 offices around the world, the company offers...

Job Description Job Description - - As the GlobalWealth Manager, you will be responsible for gaining a deep understanding of the clients financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients. - You will be supported by Service...

Our client is looking for a trusted advisor responsible for managing and nurturing relationships with UHNW/HNW family members, overseeing wealth management activities, coordinating with investment, legal, and tax advisors, and ensuring seamless execution of financial and personal requirements. Seeking candidates with postgraduate qualification in Finance,...