financial advisor

Confidential Government

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   Position Summary:
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  The Finance Advisor to the CEO serves as a trusted partner, providing strategic financial guidance, in-depth analysis, and risk assessments to support executive decision-making. This role bridges high-level strategy with detailed financial insight, ensuring the organization&rsquo;s fiscal health and alignment with long-term goals.
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   Key Responsibilities:
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  1. Strategic Financial Guidance
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   Advise the CEO on financial implications of business strategies, investment opportunities, and operational decisions.
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   Support the development and execution of corporate strategy through data-driven insights.
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   Evaluate new business ventures, mergers &amp; acquisitions, and partnership proposals.
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  2. Financial Planning &amp; Analysis
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   Oversee and interpret financial modeling, forecasting, and budgeting to inform strategic decisions.
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   Monitor key performance indicators (KPIs) and track financial progress toward business objectives.
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   Provide scenario analysis and sensitivity testing for major initiatives.
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  3. Risk Management
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   Identify, assess, and recommend mitigation strategies for financial and operational risks.
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   Ensure compliance with financial regulations and corporate governance standards.
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   Monitor macroeconomic trends and industry changes affecting the business.
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  5. Operational Excellence
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   Ensure alignment between financial priorities and business operations.
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   Recommend improvements to financial systems, processes, and controls.
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   Support the CEO in resource allocation and capital expenditure decisions.
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   Qualifications &amp; Requirements:
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   Education: Bachelor&rsquo;s degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CPA preferred.
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   Experience: 15+ years in senior finance roles, preferably including exposure to strategic advisory or corporate finance.
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   Proven track record in advising C-suite executives or Board members.
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   Strong expertise in financial modeling, forecasting, and data analysis.
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   Deep understanding of corporate strategy, investment evaluation, and risk management.
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   Competencies:
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   Strategic thinking with strong analytical skills.
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   Business acumen and market awareness.
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   Ability to influence and build trust at the highest organizational levels.
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   Adaptability in fast-paced and changing environments.
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   Key Performance Indicators (KPIs):
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   Accuracy and timeliness of financial insights and forecasts.
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   CEO and Board satisfaction with strategic financial support.
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   Contribution to successful execution of major business initiatives.
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   Effective risk mitigation and compliance adherence.
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Financial Advisor

Columbia Bank

<div><div><div><b>About Us:</b></div></div><div></div><div>
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.</div><div>
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We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.</div><div>
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Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.</div><p></p><p><b><br>
About the Role:</b></p><p>
Provide administrative &amp; operational support for one or more Financial Advisor(s) and serve as a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction.</p><br>
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Provide variety of administrative support, which includes answering incoming calls, organizing filing systems, coordinating schedules and prepare correspondence and documents.</li><li>
Relieve Financial Advisor(s) of a significant number of administrative details &amp; duties.
</li><li>Complete forms and process daily business as necessary. Send various forms to clients as requested and required.</li><li>
Assist Financial Advisor with client support and time management.</li><li>
Process confidential information</li><li>
Open, maintain and service client accounts. Follow-up on missing paperwork. Process new accounts and files.
</li><li>Perform daily business processing to include department mail &amp; processing checks and securities.</li><li>
Maintain client and mailing database. Update Financial Advisor&rsquo;s calendar.</li><li>
Service clients through researching and resolving problems.
</li><li>Provide quote information and mutual fund trade entry. Equity trades can be entered by Series 7 licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited decision-making investment decisions.
</li><li>Coordinate and assist Financial Advisor(s) with client events by marketing, mailings, follow-up &amp; assistance on day of event.
</li><li>Work with Operation&rsquo;s Department for account maintenance and to initiate and update client instructions.</li><li>
Complete department projects through detailed involvement.</li><li>
Maintain client scanning system so records are accurate and complete.
</li><li>Balance settlement account &amp; review trade blotters.</li><li>
Review and notify Financial Advisor(s) of new referrals.</li><li>
Send wires as requested by Financial Advisor(s) and clients</li><li>
Provide backup support to other Financial Assistants when necessary.</li><li>
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities &ndash; knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.</li><li>
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.</li><li>
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.</li><li>
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.</li><li>
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.</li><li>
Takes personal initiative and is a positive example for others to emulate.</li><li>
Embraces our vision to become &ldquo;Business Bank of Choice&rdquo;</li><li>
May perform other duties as assigned.</li></ul><p></p><p><b><br>
About You:</b></p><ul><li>
Bachelor&rsquo;s degree or equivalent experience</li><li>
Minimum securities licensing of Series 7 &amp; 63
</li><li>A minimum of 2 years&rsquo; experience as an assistant in the financial services industry or related field is required.
</li><li>Must be familiar with investment concepts and terminology, including investment vehicles, transaction types, and securities clearing system.</li><li>
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)</li><li>
Must be a self-starter and work independently with initiative and limited supervision while working closely with clients and Financial Advisors.
</li><li>Must be able to prioritize and effectively manage multiple tasks at once.</li></ul><p></p><p><br>
Job Location: This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:</p><p></p><p>
Tacoma, WA</p><p>
Irvine, CA</p><p>
Denver, CO</p><p><b>
Our Benefits:</b></p><p>
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 - $30.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.</p><p>
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.</p><p><b>
Our Commitment to Diversity:</b></p><p>
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@Columbiabank.com</p><p><b>
To Staffing and Recruiting Agencies:</b></p><p>
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</p></div><p></p>

Financial Service Sales Assistant

Ameriprise Financial

<div>The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors&rsquo; practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.<p></p><p><b>
Key Responsibilities</b><br>
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor<br>
Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up<br>
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers</p><p>
Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts</p><p>
Assist advisors in increasing their social media presence (Facebook &amp; LinkedIn) with relevance and timely</p><p>
Help clients in enrolling/ servicing on various Ameriprise tools status<br>
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<b>Required Qualifications</b><br>
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)<br>
o Graduate in finance discipline or 1year diploma is preferred</p><p>
o 3- 5 years experience<br>
o Good communication skills<br>
o Basic understanding of MS power point, MS Excel and MS Word<br>
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added<br>
advantage<br>
o Must have an eye to detail with high accuracy levels<br>
o Ability to meet strict timelines per the agreed SLAs for advisor practices<br>
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<b>Preferred Qualifications</b><br>
Experience of interacting with advisors or U.S business partners will be preferred</p><p></p><p><b>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.</p><p></p><p>
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(8:00p-4:30a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

Senior Analyst Financial Advisory Support

Al Mizan Realty Developers L.L.C.

<p><b>Job Title </b>: Investment Advisor &ndash; Family Office</p><p><b>Location:</b> Dubai, UAE</p><p><b>Experience</b> : 3&ndash;5 years</p><p>Employment Type: Full-time</p><p><b>About the Role</b></p><p>We are seeking an analytical, and relationship-driven <b>Investment Advisor</b> to join our prestigious family office. This role requires a deep understanding of global financial markets, asset allocation strategies, and the unique dynamics of managing generational wealth. The ideal candidate will be responsible for advising on investment decisions, preserving capital, and aligning financial strategies.</p><p><b>Key Responsibilities</b></p><ul><li>Develop and execute tailored investment strategies across asset classes including equities, fixed income, private equity, real estate, and alternative investments</li><li>Conduct in-depth market research and due diligence on investment opportunities</li><li>Monitor portfolio performance and provide regular reporting to family stakeholders</li><li>Collaborate with external fund managers, banks, and financial institutions to source and evaluate opportunities</li><li>Ensure alignment of investment decisions with the family&rsquo;s risk , liquidity needs, and legacy goals</li><li>Maintain strict confidentiality and uphold the highest standards of fiduciary responsibility</li><li>Stay abreast of macroeconomic trends, regulatory changes, and geopolitical developments impacting investments</li></ul><p><b>Qualifications &amp; Skills</b></p><ul><li>Bachelor&rsquo;s degree in Finance, Economics, or related field (CFA, CAIA, or MBA preferred)</li><li>3&ndash;5 years of experience in investment advisory, preferably within a family office, private bank, or wealth management firm</li><li>Strong analytical and quantitative skills with experience in portfolio, stocks &amp; investment, equity, research and financial modeling</li><li>Excellent communication and interpersonal skills, with the ability to build trust and credibility</li><li>Familiarity with global investment vehicles and regulatory frameworks</li><li>Discretion, integrity, and a client-first mindset</li></ul><p>Job Type: Full-time</p>

Investment Advisor

Al-Futtaim

<p>Join the #1 Life Insurance Organization in the UAE &ndash; Unlimited earnings, growth and the highest commissions!!</p><p>Are you looking for a highly rewarding career with exceptional income, luxury rewards, and unlimited growth opportunities?</p><p>This is your chance to become a Life Insurance Advisor with the leading life insurance organization in the UAE!</p><p>Why Join Us?</p><p>&#9989; Highest Commission Payouts - Earn industry-leading commissions and take control of your financial future.<br/>&#9989; Wide range of insurance products and best in class products to offer to customers<br/>&#9989; Exclusive Club Memberships &ndash; Enjoy elite recognition programs and premium benefits.<br/>&#9989; Luxury Incentives &amp; Rewards &ndash; Get rewarded with international trips, vouchers, and grand events.<br/>&#9989; Global Recognition &amp; Promotions &ndash; Be celebrated as a top performer with fast-track career growth.<br/>&#9989; Comprehensive Leadership Support &ndash; Receive expert mentorship and guidance from industry leaders.<br/>&#9989; Market &amp; Investment Training &ndash; Gain specialized knowledge on funds, markets, and financial planning to enhance your skills.<br/>&#9989; Corporate Events &amp; Networking Opportunities &ndash; Connect with industry experts and like-minded professionals.<br/>&#9989; A Strong &amp; Trusted Organization &ndash; Work with the UAE&rsquo;s leading life insurance provider with a legacy of success.<br/>&#9989; Long-Term Career Stability &ndash; Secure your future with a company that values your success.<br/>&#9989; Flexibility &amp; Independence &ndash; Be your own boss while receiving full support from a top-tier organization.<br/>&#9989; Become an MDRT with our special training and guidance team<br/>&#9989; Hand holding to ensure your success by qualified leaders</p><p>Who Can Apply?</p><p>Professionals from sales, banking, finance, or insurance backgrounds.<br/>Ambitious individuals looking for high income &amp; career growth.</p><p>Entrepreneurs who want to build their own business in life insurance.</p><p>If you are ready to achieve financial freedom, travel the world, and be part of an award-winning team, apply now!</p><p>Join one of the largest insurance company in Dubai as an Insurance Advisor (Life Insurance) without having limitation to earn money while securing life of others.</p><p>It`s outdoor sales job, role is to Identity prospects, suggest them suitable financial, insurance options out of various available products to meet their financial goals.</p><p>applicant should have good communication skill, preferably living in UAE since last 3 to 5 years.</p><p>Job Type: Full-time</p>

Insurance Advisor

StepsNStoreyz Housing Pvt Limited

<p>Job Summary:</p><p>A Financial Consultant provides expert advice to individuals or organizations on how to manage their finances. This includes budgeting, investments, retirement planning, tax strategies, and risk management. The role involves analyzing financial data, understanding client goals, and developing customized financial plans to help them achieve financial stability and growth.</p><p>Key Responsibilities:</p><p>Assess clients' financial needs and objectives through detailed consultations.</p><p>Develop personalized financial plans covering areas such as investments, retirement, insurance, tax planning, and estate planning.</p><p>Monitor clients' financial situations and adjust plans based on changing needs or market conditions.</p><p>Recommend appropriate financial products and services.</p><p>Assist clients with portfolio management and financial goal tracking.</p><p>Stay up-to-date with financial regulations, market trends, and product offerings.</p><p>Build and maintain long-term client relationships.</p><p>Prepare and present financial reports and projections.</p><p>Requirements:</p><p>Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field (Master&rsquo;s or MBA is a plus).</p><p>Professional certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CPA (Certified Public Accountant) preferred.</p><p>Proven experience as a financial consultant, advisor, or planner.</p><p>In-depth knowledge of financial planning, investment strategies, and financial products.</p><p>Excellent analytical, organizational, and communication skills.</p><p>Ability to explain complex financial concepts in a simple and relatable manner.</p><p>Strong ethical standards and confidentiality.</p><p>Preferred Skills:</p><p>Experience with financial planning software (e.g., eMoney, MoneyGuidePro).</p><p>Sales and client relationship management.</p><p>Strategic thinking and problem-solving skills.</p><p>Up-to-date knowledge of tax laws and regulations.</p><p>Work Environment:</p><p>May work independently or within financial institutions, consulting firms, or banks.</p><p>Can be office-based or hybrid/remote, depending on the company.</p><p>Often involves regular client meetings, including evenings or weekends depending on client availability.</p><p>Job Type: Full-time</p><p>Pay: &#8377;50,000.00 - &#8377;150,000.00 per month</p><p>Work Location: In person</p>

Financial Consultant

CREDITCARE CREDIT MANAGEMENT LLC

<p><b>Hiring: CSR/ </b></p><p><b>Company:</b> Creditcare Credit Management<br/><b>Location:</b>Dubai, UAE<br/><b>Salary:</b> Up to AED 3,500<br/><b>Experience:</b> Minimum 1 year in a collection agency</p><p><b>Job Overview:</b></p><p>Creditcare Credit Management is seeking a <b>femaleCustomer Service female</b> to work as a <b>Financial Advisor</b>. The candidate must have strong collection skills and be capable of managing customer debts through structured salary-based repayment plans. She will act as a financial guide, helping clients settle their debts responsibly while maintaining professionalism and empathy.</p><p><b>Key Responsibilities:</b></p><ul><li>Act as a financial advisor to clients with outstanding bank debts</li><li>Use negotiation and collection skills to recover dues from customer salaries</li><li>Develop and implement repayment strategies aligned with clients&rsquo; salary structures</li><li>Maintain accurate records of customer interactions and payments</li><li>Follow up on payment commitments and ensure timely collections</li><li>Meet daily and monthly recovery targets</li><li>Communicate clearly, respectfully, and professionally with all clients</li></ul><p><b>Requirements:</b></p><ul><li>Female candidates only (as per role requirement)</li><li>Minimum <b>1 year of experience</b> in a debt collection agency or sales/ customer Service</li><li>Excellent communication and negotiation skills</li><li>Strong understanding of salary-based repayment systems</li><li>Basic knowledge of UAE banking and credit systems</li><li>Proficient in MS Office and CRM tools</li><li>Ability to manage pressure and work towards deadlines</li></ul><p><b>What We Offer:</b></p><ul><li>Salary up to AED 3,500 per month</li><li>Monthly performance-based incentives</li><li>Supportive and growth-focused work environment</li><li>Training and career development opportunities</li></ul><p>Job Types: Full-time, Permanent, Fresher</p><p>Job Types: Full-time, Permanent</p><p>Pay: AED3,000.00 - AED3,500.00 per month</p>

Customer Representative Female Only

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