1,010 Financial Advisor jobs in India

We are hiring for the position of Financial Consultant .

Eligibility Criteria - Partly Consider secondary,but preference Higher Secondary Graduate (Any)

Fresher, House wife, Retired person, Any working person.

Freshsrs can applicable.

Job role

· Financial consultants are responsible for increasing company sales by sourcing new clients.

· Reviewing clients' feedback and implementing necessary changes.

· Negotiating with clients

· Overseeing the sales process to attract new clients.

· Work with team members to identify and manage risks.

· Maintain fruitful relationships with clients and address their needs effectively.

· Research and identify new market opportunities.

· Prepare and deliver pitches to potential investors.

· Foster a collaborative environment within the organization.

Job Types: Part-time, Fresher

Pay: ₹11, ₹53,597.09 per month

Expected hours: 3 – 5 per week

Benefits:

• Flexible schedule
• Health insurance
• Leave encashment
• Paid sick time
• Work from home

Work Location: Remote

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 organization's financial advisory practice.

Key Roles & Responsibilities -

• Provide comprehensive financial planning covering investments, retirement, insurance, taxation, and estate planning.
• Develop and maintain long-term relationships with high-net-worth individuals, families, and corporate clients.
• Conduct detailed risk assessments and portfolio reviews to ensure optimal asset allocation and wealth preservation.
• Offer strategic investment advice based on market trends, economic outlook, and client objectives.
• Ensure all financial plans comply with legal, tax, and regulatory requirements.
• Train, guide, and mentor junior financial advisors/associates.
• Collaborate with internal teams and external stakeholders (banks, fund managers, auditors, tax consultants).
• Continuously monitor financial markets, update clients, and proactively recommend adjustments to financial strategies.
• Contribute to business development by acquiring new clients and expanding the firm's advisory services.
• Maintain strict confidentiality of client financial data and uphold ethical standards.

Key Skills & Competencies -

• Strong knowledge of financial planning, taxation, insurance, and investment products.
• Excellent analytical and problem-solving skills with strategic foresight.
• Superior communication, negotiation, and client relationship management skills.
• Ability to interpret and explain complex financial concepts in a clear, client-friendly manner.
• Leadership qualities to mentor junior team members and manage portfolios.
• Strong understanding of compliance, legal frameworks, and risk management.

Qualifications & Experience -

• Bachelor's/Master's degree in Finance, Economics, Business Administration, or related field.
• CFP, CFA, CA, CPA, or equivalent certification (preferred).
• 10–15 years of relevant experience in financial advisory, wealth management, investment banking, or related domains.
• Proven track record of managing large and diverse client portfolios.

Job Type: Full-time

Pay: ₹35, ₹40,000.00 per month

Work Location: In person

Speak with the employer

Preferred Candidate Profile:

1. VRS / Retired Personnel
2. Married Women returning to work
3. Financial Professionals - CA / CS / Investment Banker / Mutual Fund Manger / Business Consultants
4. Business Owners looking to expand income stream

Mandatory Requirements:

1. At least be 30 years of age.
2. Graduation in any stream.
3. Resident of Guwahati, Assam.

Procedure For Hiring:

1. Appear for Initial Screening in Branch.
2. Attend the 5-day training period in-branch.
3. Clear the IRDAI exam for becoming a licensed advisor.

Role & responsibilities

1. Develop a flourishing network of clients.
2. Fix appointments with clients.
3. Accompany and lead a sales team.
4. No sales targets.

Perks:

1. Mentorship program.
2. Become a Team Lead, and earn a salary + commission on team's output.
3. Foreign fully-paid trips throughout the year.

Role Overview

As a
Financial Advisor
you'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 ensuring periodic reviews. This role suits motivated finance professionals seeking structured career growth and meaningful impact.

Key Responsibilities

· Conduct client meetings in selective area of Lower Parel West, Mumbai.

· Conduct financial health assessments to identify their goals and risk profiles.

· Present tailored Family Investment Portfolios (FIPs) based on client data.

· Recommend suitable investment instruments and insurance policies aligned with client needs.

· Provide onboarding support, KYC/ policy activation, and digital documentation services.

· Conduct monthly reviews and suggest portfolio re-alignments.

· Ensure compliance with regulatory norms including KYC and financial disclosure.

· Build long-lasting relationships with clients and encourage referrals.

· Participate in continuous education and performance feedback cycles.

Qualifications & Skills

· Graduate/Postgraduate in Finance, Commerce, or related field (BMS / BBA / MBA preferred).

· 1–3 years of experience in financial sales, investment advisory, or insurance consulting.

· Sound knowledge of financial products, risk profiling, tax planning, and wealth accumulation strategies.

· Excellent communication and interpersonal skills (multi-lingual preferred).

· Strong ethical orientation and consultative selling mindset.

Compensation & Benefits:

Annual CTC

·
₹6 LPA – ₹12 LPA

Work Benefits

· Continuous basic and advance trainings and handholding with strong support system.

· Sponsored national and international trainings, workshops, conferences.

· Annual awards and annual performance appraisals.

· Rapid promotions as per performance.

· Skill enhancement opportunities via SmartFP's development programs.

· Incubation support for start-up ideas.

· Increasing weekly-offs every year.

Work Culture

· 6-day work week.

· Working hours: 9:00 AM – 6:00 PM (login before 9:10 AM mandatory).

· Holidays: As per bank holidays.

· Formal dress code; strong emphasis on punctuality and professionalism.

· Sponsored monthly themed celebrations.

Growth Path

Financial Advisor → Senior Financial Advisor → Assistant Manager → Manager → Area Manager

Job description

Join the team of an Australian-based company providing office management services for small to medium- sized businesses.

Our CLIENT is a Financial planning company based in Australia. He is initially looking for an assistant to an adviser who can assist with daily administrative tasks, with the view to moving into a paraplanner and/or financial adviser role in the future. Complete training will be provided.

Roles and Responsibilities:

• Financial Planning: Assist in developing and maintaining financial models, forecasts, and budgets.
• Work closely with Support Staff and Paraplanners to generate compliant Advice.
• Perform Ad-Hoc financial analysis and projects as required by senior management.
• Onboarding new clients onto CRM
• Prepare calculations for the advisor.
• Book client meetings
• Calling existing superfunds and insurance companies to complete a questionnaire
• Document Saving
• Data Entry
• Email issuance to 3rd Party providers for client disclosure purposes (i.e. Super & Insurance providers)
• Superannuation Review via individual providers
• Superannuation Comparison within CRM
• Insurance Quote Comparison
• Meeting (Record of Advice) Preparation
• Pre-Meeting Request and Post-Meeting Summary emails

Qualification:

• Bachelor's degree in finance, Accounting, Economics, or a related field (Master's degree or MBA is a plus).
• 2 year of experience working in the industry within financial planning/advice
• Strong analytical skills with the ability to interpret complex financial data.
• Proficiency in financial modelling, forecasting techniques,
• Must be proficient in Word, Excel/Google Sheets.
• High level of English comprehension and conversational skills
• Excellent communication and presentation skills to effectively convey financial information to non-financial stakeholders.
• Attention to detail and a proactive approach to problem-solving.
• Previous experience in the Australian financial planning sector would be advantageous.

DO NOT APPLY FOR THIS JOB:

a) IF YOU CAN NOT SIGN 2 YEAR CONTRACT

b) IF YOU CAN NOT SUBMIT YOUR ACCADEMIC ORIGINAL CERTIFICATES

Company Description

Geojit is one of India's leading investment services companies, with a significant presence in the Gulf Cooperation Council (GCC) countries. Serving over one million clients through a network of more than 500 offices, Geojit offers a comprehensive range of investment solutions including equity and currency derivatives, portfolio management, Smartfolios, and more. We leverage expertise and innovation to provide seamless investment experiences via advanced digital platforms and dedicated customer support. Our services ensure convenience and reliability whether you invest through our branches, online portal, or mobile app, backed by expert insights and a client-first approach.

Role Description

This is a full-time on-site role for a Financial Advisor based in Bengaluru. The Financial Advisor will be responsible for providing expert financial advice to clients, helping them achieve their investment and financial planning goals. Day-to-day tasks will include analyzing financial data, developing tailored financial plans, offering advice on investments and retirement planning, and maintaining strong client relationships. The role also involves staying updated on market trends and ensuring clients' portfolios are managed effectively.

Qualifications

• Experience in Financial Planning and Retirement Planning
• Proficiency in Finance and Investments
• Strong Financial Advisory skills
• Excellent analytical and problem-solving abilities
• Effective communication and interpersonal skills
• Bachelor's degree in Finance, Economics, Business, or related field
• Professional certifications such as CFP, CFA, or equivalent are a plus
• Knowledge of market trends and regulatory requirements

Company Description

Life Insurance Corporation of India (LIC) has a long-standing history of over a hundred years in the life insurance sector. Life insurance is not given as much importance in a densely populated country like ours. Through LIC, we aim to acquaint readers with certain life insurance concepts. LIC stands with you through life and beyond.

Role Description

This is a full-time on-site role for a LIC Financial Advisor located in Tadepalligudem. The Financial Advisor will be responsible for conducting financial planning, providing financial advisory services, and assisting clients with retirement planning. Daily tasks include managing investments, guiding clients in selecting the appropriate financial products, and conducting regular reviews of clients' financial plans to ensure they meet their financial goals.

Qualifications

• Expertise in Financial Planning, Financial Advisory, and Finance
• Strong skills in Retirement Planning and Investments
• Excellent interpersonal and communication skills
• Ability to work independently and manage multiple clients
• Experience in the insurance or financial services industry is a plus
• Bachelor's degree in Finance, Economics, Business Administration, or a related field

Role Overview

We are seeking an experienced
Financial Advisor
to join our investment management team. The ideal candidate will be responsible for providing comprehensive financial planning, investment advice, and portfolio management solutions to clients, helping them achieve their financial goals while ensuring regulatory compliance.

Key Responsibilities

• Build and maintain strong client relationships, acting as a trusted advisor for investment and financial planning needs.
• Assess clients' financial objectives, risk tolerance, and time horizons to develop customized investment strategies.
• Provide guidance on asset allocation, retirement planning, tax-efficient investments, estate planning, and wealth preservation.
• Conduct regular reviews of clients' portfolios, recommending adjustments based on market conditions, client goals, and risk profiles.
• Stay informed about financial markets, investment products, and regulatory changes to provide informed advice.
• Collaborate with portfolio managers, research analysts, and compliance teams to deliver holistic solutions.
• Prepare and present financial plans, reports, and investment performance updates to clients.
• Ensure all advisory activities comply with regulatory requirements and the firm's internal policies.
• Support business development by identifying opportunities to expand client relationships and grow assets under management.

Skills & Competencies

• Strong understanding of investment products (mutual funds, equities, bonds, alternative investments, etc.).
• Solid knowledge of financial planning principles, wealth management, and portfolio construction.
• Excellent analytical, problem-solving, and quantitative skills.
• Exceptional communication, presentation, and interpersonal skills.
• High ethical standards with a client-first mindset.
• Ability to thrive in a fast-paced, client-focused environment.

Qualifications & Experience

• Bachelor's degree in Finance, Economics, Accounting, or related field (Master's/MBA preferred).
• Professional certifications such as
  CFP, CFA, or NISM Investment Advisor Level II
  (preferred).
• Minimum
  5 years of experience
  as a Financial Advisor, Investment Consultant, or Wealth Manager in an investment management or financial services firm.

Position:- Finance Advisor (Education Loan)

Job Location :- Sector 126, Noida, Uttar Pradesh

Full time, Permanent

About the role:-

We are looking for Financial Advisors to evaluate, and authorize loan applications for our students. You will act as a liaison between students & loan services ensuring that the qualified applicants will acquire loans on time. .You'll work closely with a diverse group of people coming from both leading MNCs such as McKinsey, BCG, KPMG, Deloitte, EY, and startups such as Byjus, Paytm etc. to establish, nurture, and grow business across categories & territories.

Role and Responsibilities:-

• Identify and develop strategic relationships with potential students who would require a loan
• Develop a strong pipeline of new students through direct or indirect customer contact and prospecting.
• Place outbound calls, send letters, and emails to contact delinquent borrowers and advise them of their repayment responsibility and options.
• Receive phone calls from students, answering their questions regarding their loan queries and repayment options.
• Analyzing the financial status of a borrower.
• Monitor and analyze the steady pipeline to review performance & optimize accordingly to ensure that the objectives are being met.
• Maintain strong follow-ups and regular feedback calls.
• Create lead engagement plans and strategy.
• Research the details pertaining to each offering and add onto it on a timely basis.

Requirements:-

• Bachelor's degree in any or a related field.
• 6 months -5 years of experience in financial industry, fintech or study abroad sector preferred.
• Should have demonstrable network in the outbound student remittance market, student consultant, exchange companies etc.
• Should have consistently performed in sales environment either in an AD2 or sales profiles .
• Proficiency in the use of MS Office , Excel & Power Point would be an asset.
• Positive attitude, flexible nature, a person who would thrive in a fast- paced constantly changing environment .
• Ability to work flexible hour
• Knowledge for forex, outward remittance and the markets is desirable.
• Should be analytically strong & willingness