financial advisor

desingworkss

Key Responsibilities: 1. Provide comprehensive financial planning and investment advice to clients. 2. Conduct financial analysis and develop personalized financial plans for clients. 3. Recommend investment strategies and products to clients. 4. Build and maintain relationships with clients, including regular portfolio reviews and updates. 5. Collaborate with internal teams, including investment research, portfolio management, and operations. 6. Stay up-to-date with industry trends, regulatory changes, and market developments. Requirements: 1. Bachelor's degree in Finance, Economics, or related field. 2. Advanced degree (e.g., MBA, CFP) preferred. 3. Minimum 3 years of experience in financial planning or a related field. 4. Professional certifications, such as CFP, CFA, or CPA. 5. Strong analytical, communication, and interpersonal skills. 6. Ability to work in a fast-paced environment. 7. Proficiency in financial planning software, such as Financial Planning & Analysis (FP&A) or MoneyGuide. Nice to Have: 1. Experience with investment management software, such as Aladdin or BlackRock. 2. Knowledge of tax planning and estate planning strategies. 3. Familiarity with alternative investment products, such as private equity or hedge funds.

Financial Advisor

WEALTHLINK RECRUITMENT LTD

Our client, a well-respected name within financial services, are seeking a high-calibre financial adviser to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider.You must have good knowledge across investments, pensions, protection and be comfortable helping UHNW clients with complex financial arrangements.You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.

Deloitte

<div>
 
 Summary
 
 
 
 
 Position Summary
 
 
 
 
 National Office &ndash; Analyst/ Consultant, Engagement Financial Advisor (EFA Analyst)
 
 
 
 
 Engagement Financial Advisors:
 
 
 
 Deloitte's Engagement Financial Advisor team is comprised of professionals specializing in project and account operations serving as a focal point for aspects of engagement, program, and account management control. Engagement Financial Advisors provide engagement management knowledge for the entire project management team(s) by assisting with initiating and controlling organization and logistical aspects of projects. Their greatest value, however, is in the understanding and application of engagement business and financial processes, both to individual projects and to client accounts.
 
 
 
 Work you&rsquo;ll do
 
 
 
 As an Analyst, Engagement Financial Advisor (EFA), you will assist project leadership in managing revenue and margins by emphasizing cost of delivery that affects overall engagement profitability. In addition, you will:
 
 
 <ul>
 <li>
 Maintain compliance with clients&rsquo; policies, perform internal financial analysis including budgeting, forecasting, and cost variance analysis, and help manage projects&rsquo; billing and receivables process.
 </li>
 <li>
 Monitor project performance and determine improvement areas by developing key performance indicators and frequently communicate with the project team, finance department, and other project stakeholders to keep projects on track and within the scope of cost.
 </li>
 <li>
 Team and collaborate with other EFAs across the practice, including our practitioners in USA.
 
 
 </li>
 </ul>
 As a Consultant, Engagement Financial Advisor (EFA), you will be responsible for supporting one or more engagement teams through successful management of the financial analysis and reconciliation processes and the implementation of engagement management controls. In addition, in this role you will:
 
 
 <ul>
 <li>
 Be responsible for supporting one or more project/engagement teams through successful management of the financial analysis and reconciliation process and the implementation of project management control
 </li>
 <li>
 Prepare budgets and forecasts to project and track financial metrics such as revenue, expense, etc.
 </li>
 <li>
 Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide project financial advice
 </li>
 <li>
 Track expenditures and perform the client bill and receivable collection functions
 </li>
 <li>
 Perform and manage project management office (PMO) functional tasks and perform day-to-day contract management activities
 </li>
 <li>
 Understand and utilize standard processes for project management, quality management, and risk management
 </li>
 <li>
 Contribute to the growth and development of the overall EFA team through active involvement in one or more practice initiatives
 
 
 </li>
 </ul>
 
 Job location
 
 &ndash;Hyderabad (4 days WFO- for first six of months of joining; following 7th month 2-3 days in office)
 
 
 
 Standard Office timing
 
 &ndash; 2PM to 11PM
 
 
 
 The Team
 
 
 
 Our Engagement Financial Advisor team, part of Deloitte Services LLP, helps clients define what they need and how it can be delivered. We work with clients to define their projects&rsquo; scope in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for projects&rsquo; phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients&rsquo; projects on track and on cost.
 
 
 
 Qualifications
 
 
 
 
 Required:
 
 
 
 <ul>
 <li>
 2 - 7 years of experience
 </li>
 <li>
 B.A. / B.S. majoring in Accounting, Finance, Economics, or Business Management
 </li>
 <li>
 Proficiency with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills
 </li>
 <li>
 Solid understanding of fundamental accounting and finance principles
 </li>
 <li>
 Strong oral and written communication skills, including excellent presentation skills
 </li>
 <li>
 Ability to work effectively, both independently and as a member of a team
 </li>
 <li>
 Attention to detail and ability to handle multiple tasks in a fast-paced environment
 </li>
 <li>
 Ability to "think outside the box" while identifying problems and developing creative solutions
 
 
 </li>
 </ul>
 
 Preferred:
 
 
 
 <ul>
 <li>
 Experience working in a financial analysis role
 </li>
 <li>
 Experience with MS Access and MS Project applications
 </li>
 <li>
 Post Graduate degree
 
 
 </li>
 </ul>
 Lifestyle/Travel Guidelines:
 
 
 <ul>
 <li>
 Engagement Financial Advisors work at a minimum of 45 hours per week, and can often work in excess of that depending on need.
 </li>
 <li>
 At Deloitte, we have adopted a Hybrid Working Model. We expect that the majority of our professionals will reside within a commutable distance of their assigned office location in order to leverage the office facilities for project meetings, coaching and training sessions, collaboration or working from the office, when necessary.
 </li>
 <li>
 All candidates must be willing and able to travel as needed for their clients, however, depending on staffing needs, most positions are in-office-based with limited travel required.
 
 
 </li>
 </ul>
 
 How You&rsquo;ll Grow
 
 
 
 At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there&rsquo;s always room to learn. We offer opportunities to help sharpen skills, work with industry-leading talent on a daily basis, in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career, while delivering products and services to Fortune 500 clients. Explore Deloitte University, The Leadership Center.
 
 
 
 Benefits
 
 
 
 At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
 
 
 
 Deloitte&rsquo;s culture
 
 
 
 Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture that is inclusive, invites authenticity, leverages our diversity, and where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte.
 
 
 
 Corporate citizenship
 
 
 
 Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte&rsquo;s impact on the world.
 
 
 #EAG-Finance
 
 
 
 Our purpose
 
 
 
 Deloitte&rsquo;s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
 
 
 
 Our people and culture
 
 
 
 Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.
 
 
 
 Professional development
 
 
 
 At Deloitte, professionals have the opportunity to work with some of the best and discover what works best for them. Here, we prioritize professional growth, offering diverse learning and networking opportunities to help accelerate careers and enhance leadership skills. Our state-of-the-art DU: The Leadership Center in India, located in Hyderabad, represents a tangible symbol of our commitment to the holistic growth and development of our people. Explore DU: The Leadership Center in India .
 
 
 
 Benefits To Help You Thrive
 
 
 
 At Deloitte, we know that great people make a great organization. Our comprehensive rewards program helps us deliver a distinctly Deloitte experience that helps that empowers our professionals to thrive mentally, physically, and financially&mdash;and live their purpose. To support our professionals and their loved ones, we offer a broad range of benefits. Eligibility requirements may be based on role, tenure, type of employment and/ or other criteria. Learn more about what working at Deloitte can mean for you.
 
 
 
 Recruiting tips
 
 
 
 From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
 
 
 Requisition code: 300657
</div>

Analyst/ Consultant- Engagement Financial Advisor

New York Life

<div>We&rsquo;re looking for experienced financial professionals to join our team dependable team.

Whether you&rsquo;re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there&rsquo;s no better place to work than New York Life Insurance Company. So if you&rsquo;re interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help.

We are dedicated to prudent financial management and impeccable service.

New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. When you join our team, we help you build your practice and assist those in your community plan for their financial futures. We&rsquo;re looking for people who possess the following characteristics:

Highly self-motivated and self-disciplined with the ability to work effectively and independently.

Outgoing personality with the ability to develop relationships (i.e., &ldquo;People Person&quot;) and a sincere desire to help others.

Fearless, positive attitude and willingness to be accountable for results.

Organized, detail-oriented, and excellent time-management skills.

Desire for continuous learning.

Good communicator&mdash;you have excellent listening skills and the ability to explain complex information in a simple and concise manner.

Why New York Life?

From quality training programs to a competitive compensation package, we offer tremendous support to our financial professionals. Our dedicated teams at the General Office and the Corporate Office help our agents make a real impact for their customers and communities.

Our extensive, agent-focused resources include:

Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path.

The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales.

Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support.

Dedicated underwriters who work diligently on cases.

Committed managers who are dedicated to helping you succeed.

A team of highly-trained and experienced product consultants to support your client acquisition needs.

Significant income potential.

Competitive benefits.

We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list.

We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard &amp; Poor&rsquo;s (AA+); A.M. Best (A++); Moody&rsquo;s (Aaa); and Fitch (AAA). For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. 


New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

SMRU 1827569 (Exp. 7/1/20)</div>

Financial Advisor/ Insurance Professional (Experienced)

Reed

GREAT SKILLED IFA INDEPENDENT FINANCIAL ADVISOR TO JOIN A GREAT LOVELY COMPANY IN BERKSHIRE AREA OFFICE BASED 100% AND GREAT. Essential Education, Qualifications & Training Level 4+ Financial services qualifications, RO exams are preferable.An education to degree level is advantageous.Your Personal Attributes Ability to achieve agreed outcomes without supervision. Articulate, detailed and accurate. Excellent interpersonal skills, both written and verbal.Ability to multitask and prioritise effectively.IT Skills Fully competent in all the major desktop applications (proficient in Microsoft Word,Excel, PowerPoint, Outlook) Previous experience of all the main Platforms and IO will be advantageous The Role Summary THE RECRUITED FINANCIAL ADVISOR will have specialist knowledge of pensions, investments, savings andintergenerational wealth planning, as well as possessing great people skills. As a financial adviser, you'll be able to talk to a diverse range of clients in an engaging and credible mannerand be able to give them the confidence that you are a specialist in your area able who isable to deliver the agreed outcomes. To meet these expectations, you will be able to work in an effective manner with the wider COMPANY IFA team to research the client's situation, providers and the UK marketplace so that you can recommend the most appropriate products, services and solutions available and then secure a recommendation that's bothcompliant and suitable for the clients desired outcomes and appetite for risk profile. In order to give this financial advice, you must have a minimum of Level 4 CII (or equivalent)professional qualifications and follow the strict financial industry rules and practice out in the FCA Conduct of Business Source Book. GREAT ROLE LINKED AS OUTLINED CLOSE TO THE AREA AND A VERY SKILLED FINANCIAL IFA ADVISOR. Salary: Range from £65,000 to £90,000 dependant on experience full time (pro-rata for part time). YOU MUST BE SKILLED BLESS YOU : )

GREAT SKILLED INDEPENDENT FINANCIAL ADVISOR - BERKSHIRE AREA OFFICE BASED :

Truist

<div>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)<div>
Please review the following job description:</div>
JOB SUMMARY 
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
3. Assist clients with trades, requests for information, research, account problems, etc.
4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
5. Participate in the preparation for and delivery of client presentations and engagements.
6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. 4 years professional experience, including 1 year of experience in the securities industry.
3. FINRA Series 7 and 66.
4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
1. Willingness to pursue additional credentials in the wealth and investment fields.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work</div>

Financial Consultant, Truist Investment Services, Winter Park, FL

Shiv Software

<div>
 
 
 Position: Associate Advisor
 
 
 
 
 Location: New City, NY
 
 
 
 
 
 
 Seeking a motivated and detail-oriented Associate Advisor to join our growing wealth management team in New City, NY.
 
 
 
 
 
 As an Associate Advisor, you will play a key role in supporting the primary advisor in delivering an exceptional client experience. This role is ideal for someone who is organized, tech-savvy, eager to learn, and passionate about financial planning.
 
 
 
 
 
 
 Responsibilities
 
 
 
 
 Client Service &amp; Meeting Support
 
 
 <ul>
 <li>
 Assist the lead advisor with ongoing client relationship management.
 </li>
 <li>
 Prepare meeting agendas, financial reports, and follow-up summaries.
 </li>
 <li>
 Handle routine client service requests (beneficiary updates, distributions, address changes, forms, etc.).
 </li>
 <li>
 Maintain accurate and compliant client records in CRM and financial planning software.
 </li>
 </ul>
 
 
 Financial Planning &amp; Investment Support
 
 
 <ul>
 <li>
 Help gather and analyze client data to build financial plans.
 </li>
 <li>
 Draft initial plan scenarios, cash-flow projections, and retirement analyses.
 </li>
 <li>
 Support portfolio management tasks such as allocation reviews, account monitoring, and trade preparation (as permitted).
 </li>
 </ul>
 
 
 Operational &amp; Administrative Support
 
 
 <ul>
 <li>
 Coordinate account openings, transfers, and custodian paperwork.
 </li>
 <li>
 Track tasks, follow-ups, and outstanding client items to ensure nothing falls through the cracks.
 </li>
 <li>
 Maintain excellent communication with clients through email and phone
 
 .
 
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Previous experience in financial services or wealth management strongly preferred.
 </li>
 <li>
 High attention to detail and strong organizational skills.
 </li>
 <li>
 Excellent communication skills (written and verbal).
 </li>
 <li>
 Ability to work in a fast-paced, client-focused environment.
 </li>
 <li>
 Proficiency with financial planning tools, CRM systems, or custodial platforms is a plus.
 </li>
 <li>
 Interest in pursuing CFP&reg;, Series 65, or other industry licenses is a bonus.
 </li>
 </ul>
 
 
</div>

Associate Advisor

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Financial Advisor

Financial Advisor

Analyst/ Consultant- Engagement Financial Advisor

Financial Advisor/ Insurance Professional (Experienced)

GREAT SKILLED INDEPENDENT FINANCIAL ADVISOR - BERKSHIRE AREA OFFICE BASED :

Financial Consultant, Truist Investment Services, Winter Park, FL

Associate Advisor