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...

Company Overview: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...

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...

Vacancy for Mumbai LocationMotilal Oswal Financial Services LimitedEquity Advisor - 5 years and above experience. Energeticand passionate about markets.Franchisee vertical - B2B profileJoining - ImmediatePosition - 10"NOT APPLICABLE FOR FRESHERS"send cv to Subject Line : Application for Role of Equity Advisor

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...

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...

Chief Business OfficerWe are seeking a visionary leader to drive strategic growth and scale our unique model. This is an opportunity to be part of a movement that revolutionizes the relationship between financial advisors and institutions.Our philosophy is built on one radical belief: the advisor is the asset, and they should own a piece of the value they...

Are you a visionary leader looking to revolutionize the financial services industry?About the RoleWe are seeking an experienced professional with a passion for empowering financial advisors to take on a pivotal leadership role in shaping our business.As Chief Business Officer, you will be responsible for spearheading the growth and development of our advisor...

About Us: At LXME, we're on a mission to revolutionize how women in India engage with money. As India's first financial platform built by women, for women, we're building a financially fearless generation through education, access, and community. Role Overview: We are looking for a dynamic, empathetic, and data-driven woman financial advisor to lead a team...

Job Opportunity: Strategic Financial AdvisorWe are seeking a detail-oriented Chartered Accountant with 0-2 years of post-qualification experience to join our consulting team.Key Responsibilities:Strategic Leadership: Deliver strategic financial guidance and direction to client businesses.Decision-Making Support: Advise on key financial initiatives such as...