9 Investment Consulting jobs in Pakistan

Financial Advisor

Bighornlaw

Posted 13 days ago

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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
Qualifications
  • 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
Compensation

$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.

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Financial Advisor

Memaar.pk

Posted 13 days ago

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Job Description

Job Description :

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

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Financial Advisor - Training Provided

WizeHire, Inc

Posted 3 days ago

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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.
Qualifications

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.

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Entry-Level Financial Advisor

Bighornlaw

Posted 13 days ago

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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.
Qualifications
  • 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.
Compensation

$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.

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Sales Consultant / Financial Advisor / Development Manager

Sindh, Sindh Pak Qatar Family Takaful

Posted 19 days ago

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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
  1. Sales Consultant - (1-3 years Experienced)
  2. Financial Advisor - (4-6 years Experienced)
  3. 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

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Sales Consultant / Financial Advisor / Development Manager

Karachi, Sindh Pak Qatar Family Takaful

Posted 25 days ago

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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) 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

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Sr Investment Advisor

Islamabad, Islamabad Nine Keys

Posted 15 days ago

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Job Description

3 days ago Be among the first 25 applicants

Direct message the job poster from Nine Keys

Country Sales Head I Nine Keys I Passionate I Trainer I Luxury Realtor I Strategic Selling I Closing Deals I Ethical Leadership I Coaching…

Location: Blue Area , ISB | Company: NineKeys | Type: Full-time

NineKeys is a leading name in wealth management and investment solutions. We are seeking an experienced Senior Investment Advisor to join our dynamic Sales team and help clients achieve their long-term financial goals through strategic and tailored investment planning.

Key Responsibilities:

  • Build and manage strong client relationships.
  • Develop customized investment strategies based on client objectives and risk profiles.
  • Monitor market trends and provide informed recommendations.
  • Collaborate with internal teams to deliver holistic financial solutions.

Requirements:

  • Proven experience in investment advisory or wealth management (X+ years).
  • Strong understanding of financial markets and portfolio management.
  • Excellent communication and relationship-building skills.

Why Join NineKeys?

At NineKeys, we value expertise, integrity, and client success. You’ll have access to industry-leading tools, a supportive team, and the opportunity to make a real impact in clients’ financial journeys.

To apply, please send your CV to or apply via LinkedIn or contact 0337-9995552

#Hiring #InvestmentAdvisor #RealEstateJobs #WealthManagement #CareerOpportunity #NineKeys

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales

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Real Estate Investment Advisor

Lahore, Punjab Macro Marketing

Posted 2 days ago

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Job Description

Job Type: Full-Time

Experience Level: Fresh Graduates Preferred

Job Overview:

We are seeking a motivated and skilled Real Estate Investment Advisor to join our team. This role is ideal for fresh graduates with strong communication skills who are interested in starting their careers in real estate marketing. The selected candidate will work with a team of professionals to provide investment advice to potential clients, focusing on high-rise real estate projects in Bahria Town, Lahore.

Key Responsibilities:

  1. Provide investment advice and guidance to clients on our high-rise real estate projects.
  2. Develop strong relationships with prospective clients through phone calls, meetings, and follow-ups.
  3. Assist clients in understanding the value of real estate investments and guide them through the decision-making process.
  4. Prepare and deliver presentations to clients highlighting key project benefits and market insights.
  5. Maintain up-to-date knowledge of real estate market trends and company offerings.

Requirements:

  1. Education: Bachelor’s degree from a reputed university.
  2. Location: Candidates residing in or around Bahria Town, Lahore, will be preferred.
  3. Skills: Excellent communication and interpersonal skills, with a professional and customer-focused approach.
  4. Experience: Fresh graduates are welcome; prior experience in sales or real estate is a plus.

Benefits:

  1. Competitive salary and performance-based incentives.
  2. Professional development and on-the-job training.
  3. Collaborative and supportive team environment.
Job Specification

Excellent communication and interpersonal skills, with a professional and customer-focused approach.

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Real Estate Investment Advisor

Lahore, Punjab Macro Marketing

Posted 3 days ago

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Job Description

Job Type:

Full-Time Experience Level:

Fresh Graduates Preferred Job Overview: We are seeking a motivated and skilled Real Estate Investment Advisor to join our team. This role is ideal for fresh graduates with strong communication skills who are interested in starting their careers in real estate marketing. The selected candidate will work with a team of professionals to provide investment advice to potential clients, focusing on high-rise real estate projects in Bahria Town, Lahore. Key Responsibilities: Provide investment advice and guidance to clients on our high-rise real estate projects. Develop strong relationships with prospective clients through phone calls, meetings, and follow-ups. Assist clients in understanding the value of real estate investments and guide them through the decision-making process. Prepare and deliver presentations to clients highlighting key project benefits and market insights. Maintain up-to-date knowledge of real estate market trends and company offerings. Requirements: Education: Bachelor’s degree from a reputed university. Location: Candidates residing in or around Bahria Town, Lahore, will be preferred. Skills: Excellent communication and interpersonal skills, with a professional and customer-focused approach. Experience: Fresh graduates are welcome; prior experience in sales or real estate is a plus. Benefits: Competitive salary and performance-based incentives. Professional development and on-the-job training. Collaborative and supportive team environment. Job Specification

Excellent communication and interpersonal skills, with a professional and customer-focused approach.

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