Financial Advisor

**Financial Advisor Job Description** Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers. **Financial Advisor...

Role Overview -We are seeking an experienced and highly knowledgeable Financial Advisor with 10–15 years of proven expertise in financial planning, investment management, and wealth advisory services. The role requires a seasoned professional who can manage high-value clients, provide strategic financial guidance, and contribute to the growth of the...

FOR A WELL ESTABLISHED GROUP IN CAMP PUNE INTO VARIOUS SECTORS LIKE REAL ESTATE /CONSTRUCTION /HEALTHCARE /MANUFACTURING ETC NEEDED A FINANCIAL ADVISOR /BUDGET PLANNER FROM THE SIMILAR INDUSTRY WORKING FOR A REAL ESTATE COMPANY Required Candidate profileTHE DESIRED CANDIDATE MUST BE HAVING A FINANCIAL ADVISORY BACKGROUND ALONG WITH BUDGET PLANNING ETC ABLE...

About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

Greetings We have an excellent opportunity for a Financial Advisor profile for a well-known company Location - Ghatkopar Experience - 0 - 2 Years Bachelor's degree in Finance or related field Responsibilities - Provide financial investment support to clients - Identify prospective clients and engage them to change their financial lives - Support...

**Division**: Lead Management System - Financial Services **Designation**: Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**: 1-3 years **Roles & Responsibilities**: ∙Contact businesses and private individuals by telephone to promote services ∙Should be able to explain the product and its benefits to the...

**Division**: Lead Management System - Financial Services **Designation**:Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**:1-3 years **Roles & Responsibilities**: Contact businesses and private individuals by telephone to promote services Should be able to explain the product and its benefits to the...

**Require Relationship Manager (IIFA) for INDIA INFOLINE LTD** **CTC upto 8LPA + INCENTIVES** **Details are given below** **Acquisition & Managing IFA's base for Business Development & Marketing of Mutual Funds across fund houses, PMS,AIF, Structure Products, Company Fixed Deposits Bonds, NCD, IPOs, Direct Equity, Life Health and General Insurance & Loan...

Location Thane near Station Mumbai Fort Experience 1-3 Years Industry Financial Services Quadrate Financial Advisors Pvt Ltd Quadrate 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...

**Company Description** Forbes Advisor** is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...