10 Financial Planners jobs in Pakistan

Job Title: Business Development Manager – Pakistan

Location: Pakistan / Remote

Salary: Negotiable (based on qualifications and experience)

Job Description

This position is responsible for driving the company’s local payment and fund channel expansion in Pakistan. The primary objective is to integrate local banks and e-wallets (such as Easypaisa and JazzCash), and to facilitate exchange routes between the Pakistani Rupee (PKR) and USDT to support compliant, efficient fund flow for business operations. The ideal candidate will have hands-on experience with the local financial environment, including payment service providers (PSPs), banks, and exchange channels. They must be capable of independently initiating partnerships, executing integration, and coordinating both technical and business processes.

Key Responsibilities

Lead business negotiations with local banks, e-wallet providers (including but not limited to Easypaisa and JazzCash), and other third-party PSPs in Pakistan to establish and maintain strategic partnerships.

Conduct accurate market analysis of the Pakistani payment landscape, identifying customer demand, regulatory trends, competitors, business opportunities, and potential risks.

Design and implement localized payment product strategies for Pakistan, and optimize market entry and operational approaches.

Liaise with regulatory bodies, legal advisors, and consulting firms to ensure all payment operations are compliant with local laws and industry standards.

Requirements

Bachelor’s degree or above; majors in finance, economics, marketing, or related fields are preferred.

Minimum 1 year of experience in the payments industry, with familiarity in the Pakistani market.

Possess direct access to or working relationships with local banks and e-wallet providers.

Fluency in both Urdu and English, with strong verbal and written communication skills.

About CBM

CBM (registered as CBM Christoffel-Blindenmission Christian Blind Mission e.V.) is an international development organisation committed to improving the quality of life of persons with disabilities in the persons communities of the world. Based on our Christian values and more than 100 years of professional expertise, we address poverty as a cause and a consequence of disability. We work in partnership to create an inclusive society for all.

To keep pace with growth, we are looking for a Senior Officer - Finacial Operations, Shared Services Centre in our Country Office in Pakistan

The position is a half day position with 20 h/week.

This position is only filled locally. With contractual conditions of the respective country. An expatriation is not intended.

• Build and implement shared services models that enhance business performance and ensure seamless service delivery to business units
• Ensure timely and complete processing of transactions and administrative tasks related to all financial operations within the Shared Services Centre
• Promote strong financial discipline by implementing effective controls and compliance checks
• Ensure Country Offices regularly maintain and update accounting records to support reliable and accurate financial management information systems

• Bachelor’s degree in Accounting, Business Management, or a related field
• Professional accounting certification (e.g. CPA, ACCA, CIMA) is an added advantage
• Minimum of 5 years’ experience in a similar role, preferably within an international development organisation
• Strong service orientation with the ability to build and maintain positive customer relationships
• Proven ability to embrace and support change initiatives
• Proactive, solution-oriented approach to decision-making
• Solid understanding of relevant team content, processes, systems, and applications
• Excellent data management and analysis skills

• A meaningful position with a lot of creative freedom in the world's leading organisation in the field of Disability Inclusive Development
• A fair salary and other social benefits based on the local conditions in the country you apply for
• An approachable, agile organisation with self-reliant people in a diverse and collegial team and great team spirit

Please apply exclusively online via our applicant portal (see APPLY NOW).

A letter of motivation, CV and relevant (work) references complete your application.

We look forward to receiving your application!

Your contact person: Ms. Liana Du Plessis

We would like to further promote diversity in our teams and therefore welcome applications from people of different ethnic and social backgrounds, religions and world views, different ages and genders, and especially from people with disabilities.

*Suitability is decisive, gender is irrelevant!

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.

Join Our Team as a

Financial Advisor (Female)

What You'll Do:

1. Provide expert financial advice to clients.
2. Build and manage investment portfolios.
3. Stay updated on market trends and opportunities.
4. Develop long-term relationships with clients.

What We're Looking For:

1. Bachelor's degree in finance, economics, or a related field.
2. Strong knowledge of financial markets and instruments.
3. Excellent communication and analytical skills.
4. Prior +1 year experience in financial advisory.
5. Certifications like CFA, CFP, or relevant licenses (a plus).

Job Rewards and Benefits : Communication, Gratuity, Incentive Bonus, Leaves, Sports and Entertainment

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.

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.

• Engage with potential clients to assess investment needs
• Recommend suitable real estate options and explain investment benefits
• Build strong client relationships and maintain ongoing engagement
• Present proposals, negotiate deals, and ensure successful closings
• Achieve monthly and quarterly sales targets
• Stay updated on market trends, inventory, and competitor offerings
• Provide after-sales support and ensure client satisfaction
  
  
  

• 2+ years of experience in real estate or premium sales (real estate preferred)
• Bachelors degree (required)
• Strong communication and negotiation skills
• Ability to meet and exceed sales targets