45 Financial Advisor jobs in Pakistan
Financial Advisor
Posted 3 days ago
Job Viewed
Job Description
New York Life - Chris Courtney • Rochester , NY , US
Posted 3 days ago
Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Responsibilities
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Excellent networking & people skills to continually build & cultivate new relationships in the community
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
$113,500 at plan earnings.
About New York Life - Chris Courtney
About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.
#J-18808-LjbffrFinancial Advisor
Posted 4 days ago
Job Viewed
Job Description
Company Description
Askari Life Assurance Company Ltd. is part of a distinguished legacy under the Askari General Insurance Company Limited (AGICO) and the broader Askari Group, which has been a prominent name in various sectors of Pakistan since 1995. Askari Life is a publicly traded company on the Pakistan Stock Exchange (PSX) and is dedicated to offering swift claim processing and settlement with strong financial backing. Our team of highly trained professionals focuses on providing a client-centered policy management system to enhance the insurance/takaful experience and offer complete peace of mind.
Role Description
This is a full-time on-site role for a Financial Advisor, located in the Lahore District. The Financial Advisor will be responsible for managing client portfolios, advising on financial planning, retirement planning, and investments. Day-to-day tasks include conducting financial assessments, developing customized financial plans, and helping clients achieve their financial goals through effective advisory services.
Qualifications
- Financial Planning and Retirement Planning skills
- Expertise in Finance and Investments
- Proficiency in Financial Advisory services
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Ability to work independently and as part of a team
- Experience in the insurance or financial services industry is beneficial
- Bachelor's degree in Finance, Economics, or related field
Financial Advisor
Posted 6 days ago
Job Viewed
Job Description
Join Our Team as a
Financial Advisor (Female)
What You'll Do:
- Provide expert financial advice to clients.
- Build and manage investment portfolios.
- Stay updated on market trends and opportunities.
- Develop long-term relationships with clients.
What We're Looking For:
- Bachelor's degree in finance, economics, or a related field.
- Strong knowledge of financial markets and instruments.
- Excellent communication and analytical skills.
- Prior +1 year experience in financial advisory.
- Certifications like CFA, CFP, or relevant licenses (a plus).
Job Rewards and Benefits : Communication, Gratuity, Incentive Bonus, Leaves, Sports and Entertainment
#J-18808-LjbffrFinancial Advisor
Posted 3 days ago
Job Viewed
Job Description
#J-18808-Ljbffr
Financial Advisor - Training Provided
Posted 2 days ago
Job Viewed
Job Description
Have you ever thought about a career that empowers you to make a meaningful difference in people’s lives? One where you guide clients toward financial security—helping them fund their children’s education, manage mortgage and medical expenses, and achieve their retirement dreams. Whether you're considering a new career path, expanding your current practice, or starting from scratch, we provide the training, resources, and a comprehensive, diversified product portfolio to support your success.
As a Financial Advisor , you’ll build lasting relationships, enjoy the freedom of an independent career, and unlock unlimited earning potential—all while helping others plan for both the expected and unexpected moments in life.
Responsibilities
Responsibilities:
- Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
- Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
- Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
- Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
- Actively prospect and generate new business opportunities through networking, referrals, and community involvement.
Desired Skills & Qualifications:
- Bachelor's Degree or equivalent in work experience.
- Excellent communication and relationship-building skills.
- Integrity and Strong Work Ethic.
- Confidence and Resilience.
Competitive Advantages:
- Extensive professional development, training, and mentoring programs.
- Industry leader with excellent financial strength and impeccable integrity
- State-of-the-art financial analysis software
- Flexibility to balance career and personal needs
- Excellent compensation and benefits
Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate,e and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth.
**This position is not fully remote.**
Job Types: Full-time, Contract
Pay: $50,000.00 - $50,000.00 per year
- 401(k)
- Health insurance
- Life insurance
- Referral program
- Vision insurance
Compensation Package:
- Commission pay
Ability to Commute:
Ability to Relocate:
Compensation
50,000 - 150,000+ at plan commission
About True Path Financial
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years , we have been committed to keeping our promises; providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.
#J-18808-LjbffrEntry-Level Financial Advisor
Posted 2 days ago
Job Viewed
Job Description
Posted a month ago
Description
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.
- Benefits include;
- Flexible schedule with a strong work-life balance.
- Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
- Training allowance and performance-based incentives.
- Company-sponsored professional development opportunities.
- Sponsorship for required licenses and continuous training.
We can only consider applicants authorized to work in the United States. Our work environment requires occasional in-office presence, so candidates must be local to New York, NY.
Responsibilities
- Maintain compliance with industry regulations and licensing requirements.
- Utilize marketing tools and resources to grow your client base.
- Participate in structured coaching and mentorship programs.
- Attend hybrid meetings, including in-person team collaboration, as required.
- Offer solutions in insurance, asset accumulation, and retirement planning.
- Self-motivated, coachable, and driven to succeed.
- No prior financial experience is required, and comprehensive training is included.
- Demonstrated leadership or a proven track record of success.
- Excellent communication and relationship-building abilities.
- Must be authorized to work in the US.
$80,000 - $115,000 yearly
About WealthBridge Financial Group
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.
#J-18808-LjbffrPersonal Financial Advisor - Florida
Posted 2 days ago
Job Viewed
Job Description
Personal Financial Advisor aids, senior advisors, and financial planners in providing financial planning and investment services to clients. They are instrumental in maintaining client relationships, conducting research, and contributing to the development of financial strategies. Below is an outline of common duties and requirements:
Location and CompensationThe location would be the North Florida area, Tampa, or Jacksonville.
- Compensation would be salary and commission.
- Client Support : Assist with day-to-day client service tasks, respond to client inquiries, and maintain client accounts.
- Financial Planning Preparation : Gather financial data from clients, prepare financial analysis, and help draft financial plans and reports.
- Portfolio Review : Support portfolio analysis and help monitor clients’ portfolios to ensure they align with financial goals.
- Meeting Preparation : Prepare materials for client meetings, such as account summaries and financial projections.
- Documentation : Maintain client records, prepare documentation, and ensure compliance with regulations and firm policies.
- Education : Bachelor’s degree in finance, economics, accounting, or related field.
- Licensing : Series 6, or willingness to obtain licenses within a certain timeframe.
- Skills : Strong analytical skills, attention to detail, proficiency in financial software and Microsoft Office Suite, excellent communication, and interpersonal skills.
- Experience : Previous experience in finance or client service is a plus, but not always required.
The position is based in the North Florida area, Tampa, or Jacksonville, with a salary range of $55,000 - $65,000 yearly.
About Coastal WealthCoastal Wealth, a premier financial solutions firm, is anchored in unwavering integrity, transparency, and ethical conduct. We embrace diversity, fostering an inclusive environment for unparalleled financial expertise.
What We OfferDiscover diverse financial opportunities with Coastal Wealth. Our services include tailored financial planning, investment strategies, and strategic tax planning to align with your goals. We provide attentive listening, thoughtful recommendations, and genuine care for our clients, guiding them through personalized financial journeys.
#J-18808-LjbffrBe The First To Know
About the latest Financial advisor Jobs in Pakistan !
Sales Consultant / Financial Advisor / Development Manager
Posted 6 days ago
Job Viewed
Job Description
One of the biggest Takaful Group is looking for Experienced, Energetic & Passionate candidates for the following positions, who would like to enhance their career in Sales & Marketing field by joining PQFTL. This opportunity allows you to work in a diversified environment and excel in your career by providing challenging tasks in a professional environment.
Available Positions- Sales Consultant - (1-3 years Experienced)
- Financial Advisor - (4-6 years Experienced)
- Development Manager - (5-8 years Experienced)
- Strong interpersonal and persuasion skills
- Good organizing and prioritizing ability
- Ability to work smartly and persistently within strict deadlines
Location: Individual & Family Services - Karachi, Pakistan
#J-18808-LjbffrSales Consultant / Financial Advisor / Development Manager
Posted 8 days ago
Job Viewed
Job Description
Sales Consultant - (1-3 years Experienced) Financial Advisor - (4-6 years Experienced) Development Manager - (5-8 years Experienced) Job Specification
Strong interpersonal and persuasion skills Good organizing and prioritizing ability Ability to work smartly and persistently within strict deadlines Location: Individual & Family Services - Karachi, Pakistan
#J-18808-Ljbffr
Licensed Life Insurance Sales Agent – Career Track to Financial Advisor
Posted 18 days ago
Job Viewed
Job Description
Licensed Life Insurance Sales Agent – Career Track to Financial Advisor
Posted 3 days ago
Description
Are you a licensed life insurance agent ready to expand your impact and elevate your career?
At Texas National Financial Group (TNFG) , we work with agents who’ve already built a foundation and are now looking to grow — not just in income, but in scope. Through our partnership with National Life Group , we provide the platform, mentorship, and resources to help you evolve into a full-service financial advisor.
Whether your goal is to add advanced markets, integrate retirement planning, or prepare for securities registration, we help experienced professionals make that transition intentionally and with confidence.
This is a strategic next step for those who want to offer more value to clients — and build a business that lasts.
This role requires occasional in-office presence. Candidates must be local to Dallas, TX.
Responsibilities
WHAT YOU’LL DO:
- Work your network and community to identify client needs
- Provide goal-based life insurance and protection solutions
- Deliver expert guidance through applications, underwriting, and follow-ups
- Deepen client relationships and expand into broader planning conversations
- Leverage our internal support and mentorship to grow your business
- Prepare for and pursue your securities registrations with our sponsorship
YOUR CAREER ROADMAP:
We help licensed professionals transition from insurance to full-service advisory:
- Build on Your License – Hit the ground running with sales support and mentorship
- Sharpen Your Skills – Access coaching to elevate prospecting and closing
- Expand Your Offerings – Prepare for Series 6, 63, 65, or 7/66 with our backing
- Become an Advisor – Offer investments, retirement planning, and more
- Lead and Grow – Build your team and coach the next generation
WHAT WE OFFER:
- Upside commission-based compensation
- Bonus structures, team incentives, and paid training
- Sponsorship for securities exams and registrations
- Flexible work model: hybrid, remote, or in-office
- Health, dental, and retirement benefits are available
- Access to advanced markets, wealth partnerships, and top-tier training
WHO THIS IS FOR:
- Already licensed in life insurance (Texas or other)
- Ready to level up your income, expertise, and impact
- Interested in expanding into investments and financial advisory
- Entrepreneurial with a drive for growth and long-term vision
- Looking for a team culture with strong support and flexibility
$73,000 – $126,000+ Performance-based
About Texas National Financial Group
Why This Role Matters
This role offers more than just stability — it’s a chance to be a key part of an elite-level practice that’s growing fast. You’ll have the autonomy to make a real impact and the mentorship of someone who’s been at the top of the industry for nearly three decades.
We’re looking for someone who’s not just qualified, but excited to take on a meaningful role in a fast-paced, purpose-driven environment. If that sounds like you — we can’t wait to meet you.
- Licensed Life Insurance Sales Agent – Career Track to Financial Advisor