18 Job openings found

 the Tax & Wealth Advisor works closely with Financial Advisors to integrate tax strategies into clients’ overall financial plans. Key Responsibilities Tax Preparation & Compliance Prepare and/or review individual, trust, partnership, S-corporation, and corporate income tax returns. Coordinate the collection and review of tax documentation from clients. Ensure tax returns are completed accurately and in compliance with federal and state regulations. Stay current on changes in tax laws and regulations that ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Job Overview  We are looking for a highly motivated Partner Acquisition Executive (B2B) to expand our partner network and drive business growth. The candidate will be responsible for identifying, acquiring, onboarding, activating, and managing channel partners while building long-term relationships that contribute to revenue generation.   Key Responsibilities  * Identify and acquire new channel ...

After embracing remarkable achievements in General Insurance & Financial Planning with gaining trust of over 100 Financial Advisors and 2000+ Clients in Australia, Laverne Capital has expanded its wings to serve its clients with Global, Australian and Indian Investing and providing In-depth Research A After embracing remarkable achievements in General Insurance & Financial Planning with gaining ...

We are hiring an Sr. Account Executive in Ahmedabad. Position: Sr. Account Executive Location: Kathwada GIDC, Ahmedabad Salary: Up to ₹45,000 per monthQualification: Any GraduationGender: Only Male candidates can applyExperience: 2 to 4 years Job Summary: We are looking for a detail-oriented and experienced Accountant to manage financial transactions, tax compliance, and reporting for our e-commerce business. The ideal candidate should possess strong expertise ...

A Regional Annuity Manager is typically a senior sales, distribution, or business development professional in the insurance and financial services industry who is responsible for growing annuity product sales across a specific geographic region. Key ResponsibilitiesManage and increase sales of annuity products through financial advisors, brokers, banks, or distribution partners.Build relationships ...

Job Summary: We are seeking a highly experienced and commercially astute Senior Manager – Mergers & Acquisitions (M&A) with a legal background, to lead end-to-end M&A transactions, from origination to integration, for a growing insurance broking business. The ideal candidate will have deep expertise in deal structuring, due diligence, contract negotiation, regulatory compliance, and post-deal ...