financial advisor

Talent Unlimited- Recruitment and Client Services

Company : EFU LIFE Assurance CompanyEducation : Minimum BachelorFinancial Advisor duties and responsibilitiesA Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional&rsquo;s job duties include:<ul><li>Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets</li><li>Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools</li><li>Securing stocks and bonds and establishing progressive savings accounts</li><li>Moving money from accounts per industry and federal regulations</li><li>Performing market research to stay current with financial trends</li><li>Preparing financial documents, such as income projections and investment reports</li><li>Maintaining compliance with all rules and regulations in the financial industry</li><li>Identifying and pursuing potential clients to maintain a strong client base.</li></ul>Job Type: Full-timePay: From Rs30,000.00 per monthAbility to commute/relocate:<ul><li>Hyderabad: Reliably commute or willing to relocate with an employer-provided relocation package (Required)</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Work Location: On the road

Financial Advisor

Confidential

The purpose of the Financial Advisor position is to stay alert on all economic changes and their impact on the clients’ positions, to advise and provide clients with all the needed information regarding their positions and current market situation. As well as to execute and follow up on investments and securities products and assist in research for new investment instruments.&nbsp;Principal Accountabilities: &nbsp;Client sales&nbsp;<ul><li>Responsible for meeting his individual yearly sales budget</li><li>Execute clients’ orders</li><li>Update and keep clients informed of the major financial news</li><li>Offer clients hedging and customize solution ( option structured products) according to market conditions and clients risk appetite</li><li>Fully cooperate with Private Banking and Corporate Banking departments at the level of the proposed products</li><li>Cooperate at the level of identifying clients’ needs/issues and implementing appropriate financial planning and investment strategies</li><li>Cooperate at the level of developing and managing client relationships, including ongoing and regular client contact and visits for new and existing clients</li><li>Offer clients rebalancing strategies according to market conditions and their risk appetite &nbsp;</li></ul>Proprietary Trading&nbsp;<ul><li>Responsible for meeting his individual yearly trading budget within his allocated limits.</li><li>Observe the main drivers/factors that impact the trading positions &nbsp;</li></ul>Products and Investments Ideas&nbsp;&nbsp;<ul><li>Identify tailor-made investment solutions</li><li>Contribute to the structuring of&nbsp; the weekly &amp; new investment products</li><li>Communicate a list of investment instruments to clients and commercial division on a continuous basis</li><li>Introduce one to two investment idea per week &nbsp;</li></ul>Local and international financial institutions and banks&nbsp;<ul><li>Offer competitive pricing for financial markets instruments &nbsp;</li></ul>Analysis and Research&nbsp;<ul><li>Develop expertise in data availability, extraction and manipulation</li><li>Collect information from various sources &nbsp;</li></ul>Communication &nbsp;<ul><li>Cooperate with commercial division (sharing information, joint visits, etc.) based on the net worth of clients.</li><li>Cooperate with T&amp;CM Administrative unit, Back Office and T&amp;CM other units. &nbsp;</li></ul>Other Activities &nbsp;<ul><li>Ensure proper coverage of market hours (8:00 am to 11 pm)</li><li>Book trades into the Asset Management Unit Daily blotter</li><li>Renew expired orders</li><li>Processing personal data in compliance with applicable data protection legislation, the Data&nbsp;Protection Policy of the Bank as well as any other guidelines adopted by the bank in this regard from time to time.</li></ul>&nbsp;

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.

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.

Keller Executive Search

<div>
 
 Our client, a well-established independent Registered Investment Advisory (RIA) firm in Charlottesville, Virginia, is seeking an Associate Financial Advisor to join their growing practice.
 
 
 This is an exceptional opportunity to work directly alongside an experienced principal advisor in a collaborative, small-team environment where you'll gain hands-on experience across all aspects of wealth management&mdash;from portfolio oversight to comprehensive financial planning and client relationship management.
 
 
 <ul>
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 Support the management of discretionary investment portfolios for high-net-worth client households
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 Assist with comprehensive financial planning processes and implementation
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 Participate in client meetings, reviews, and ongoing relationship management
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 Collaborate on asset management strategies and portfolio monitoring
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 Contribute to the delivery of personalized wealth management services
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 <li>
 Work closely with the principal advisor and support team to ensure seamless client service delivery
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 </ul>
 <ul>
 <li>
 Assist with various aspects of practice management as the firm continues
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 
 
 Required Qualifications
 
 
 <ul>
 <li>
 Series 7 and Series 66 licenses (or equivalent securities registrations)
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 <li>
 1-5 years of experience in financial advisory, client relationship management, or financial planning
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 Strong service orientation with exceptional attention to detail
 </li>
 <li>
 Excellent interpersonal and communication skills
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 <li>
 Ability to work collaboratively in a small-team environment
 </li>
 <li>
 Commitment to maintaining the highest standards of integrity and client care
 
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 </ul>
 
 
 Preferred Qualifications
 
 
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 Experience within an independent RIA or LPL-affiliated firm
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 <li>
 CFP designation or progress toward certification
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 Familiarity with discretionary portfolio management
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 Experience serving high-net-worth clientele
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 Background in comprehensive financial planning processes
 
 
 
 </li>
 </ul>
 
 Benefits
 
 
 
 
 
 Compensation &amp; Benefits
 
 
 
 
 Salary Range:
 
 $100,000 - $1450,000 annually, commensurate with experience and licensing
 
 
 
 Structure:
 
 Base salary plus performance-based bonus
 
 
 
 Note: In compliance with Virginia pay transparency requirements, the compensation range provided represents the firm's good faith estimate for this position. Actual compensation will be determined based on the candidate's qualifications, experience, and licensing credentials.
 
 
 
 
 
 Equal Employment Opportunity and Non-Discrimination Policy
 
 
 
 
 Equal Employment Opportunity Statement:
 
 Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
 
 
 
 Commitment to Diversity:
 
 Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
 
 
 
 Reasonable Accommodations:
 
 Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.
 
 
 
 Compensation Information:
 
 For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
 
 
 
 Compliance with Laws:
 
 Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
 
 
 
 Workplace Harassment:
 
 Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
 
 
 E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.
 
 
 
 Privacy and Pay Equity:
 
 
 
 
 California Residents:
 
 For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com.
 
 Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
 
 Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
 
 
 
 State-Specific Information:
 
 
 
 
 Rhode Island:
 
 We do not request or require salary history from applicants.
 
 Connecticut: We provide wage range information upon request or before discussing compensation.
 
 New Jersey: We do not inquire about salary history unless voluntarily disclosed.
 
 
 
 Veteran Status:
 
 Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
 
 
 
 Genetic Information:
 
 In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.
 
 
 
 Local Laws:
 
 Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
 
 
 Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
 
</div>

Associate Financial Advisor

Spero Partners, Inc.

Job Title: Financial Representative &ndash; Boutique Financial Services PracticeLocation: Flexible / Remote options availableAbout the Practice: Join a boutique financial services practice specializing in advanced tax and risk mitigation strategies, tax-favored accumulation planning, and private wealth solutions for high-income individuals and business owners. The firm proudly aligns with a top 5 independent broker-dealer, providing extensive product access, integrated technology, and compliance support without compromising advisor independence.Role Overview: The ideal candidate is an experienced financial representative seeking autonomy, a competitive payout structure, and full ownership of their investment book of business. This opportunity is ideal for professionals ready to align with a growth-focused independent practice that prioritizes client value creation, long-term wealth strategies, and advanced tax integration.Key Responsibilities:<ul><li>Deliver holistic financial planning focused on tax efficiency, asset protection, and accumulation strategies.</li><li>Build and manage a client base with a consultative, relationship-driven approach.</li><li>Collaborate with our advisory and tax teams to design and implement coordinated client strategies.</li><li>Maintain compliance with broker-dealer and industry regulations while leveraging firm resources for scalability.</li></ul>Candidate Requirements:<ul><li>Minimum 3 years of financial services industry experience.</li><li>Documented annual production exceeding six figures.</li><li>Active FINRA series licenses and state insurance credentials.</li><li>Entrepreneurial mindset with a client-first approach to advisory relationships.</li><li>Desire for professional autonomy and long-term partnership potential.</li></ul>What&rsquo;s Offered:<ul><li>Hyper-competitive commission structure.</li><li>Full 100% ownership of your investment book of business.</li><li>Strategic support for marketing, practice management, and growth initiatives.</li><li>Access to a top 5 independent broker-dealer platform and exclusive planning resources.</li><li>Opportunity to build equity in a financial services practice with an established nationwide footprint.</li></ul>If you&rsquo;re an established advisor seeking greater independence, advanced tax integration capabilities, and a performance-driven environment, we invite you to start a confidential conversation.Job Types: Full-time, ContractPay: From $100,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Application Question(s):<ul><li>Do you have a valid securities license or the interest in pursuing licensing?</li></ul>License/Certification:<ul><li>insurance license (Required)</li></ul>Work Location: Remote

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