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...

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...

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...

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...

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...

Location: Thane(near Station)/ Mumbai(Fort) | Experience: 1-3 Years | Industry: Financial ServicesQuadrate Financial Advisors Pvt LtdQuadrate Financial Advisors Pvt. Ltd are seeking a dynamic Business Development Executives to drive growth in our corporate finance division. Join our fast-paced financial services environment and play a key role in expanding...

Location: Thane(near Station)/ Mumbai(Fort) | Experience: 1-3 Years | Industry: Financial ServicesQuadrate Financial Advisors Pvt LtdQuadrate Financial Advisors Pvt. Ltd are seeking a dynamic Business Development Executives to drive growth in our corporate finance division. Join our fast-paced financial services environment and play a key role in expanding...

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...

Company: Mango Financial AdvisorsPosition: National Head – Sell Side Location : MumbaiExperience: 12–18 years in Investment Banking / Structured Finance / Real Estate Lending About Us Mango Financial Advisors is a leading financial advisory and investment banking firm, specializing in real estate financing and structured debt solutions. With a strong...

**Exciting Opportunity with HDFC Life – Vashi Branch** I am looking for **Insurance Advisors (Financial Consultants)** to join us at **HDFC Life, Vashi Branch**.This is a great chance for individuals who are looking to: Work **part-time or full-time** Earn **extra income on a commission basis** Build a rewarding career in the **insurance & financial...