Kerala Financial advisor Jobs – 91 Open Jobs Today

Financial Analyst II
Envestnet Asset Management, Inc —Thiruvananthapuram, Kerala
- Hybrid work
- Data analysis skills
- Finance
- Bachelor's degree
- Health insurance
7d
Financial Advisor
ICICI Prudential Life Insurance —Kochi, Kerala
- ₹13,000 - ₹60,000 a month
- Part-time
- Hybrid work
- Math
- Financial services
- Work from home
- Flexible schedule
Quick apply
Chief Financial Officer (CFO) – Fund Raising & Corporate Finance
Abj Associates —Angamali, Kerala
- ₹1,00,000 - ₹1,50,000 a month
- Full-time
- Finance
- Master's degree
- Team management
Quick apply
1d
Financial Advisor / Insurance Advisor / SBI Life Mithra
SBI Life insurance company ltd —Kochi, Kerala
- From ₹25,000 a month
- Part-time
- Hybrid work
- Sales
- Customer service
- Business development
- Health insurance
- Work from home
Quick apply
Senior Business Systems Analyst
Envestnet Asset Management, Inc —Thiruvananthapuram, Kerala
- Hybrid work
- Engineering
- Master's degree
- Analysis skills
- Health insurance
Head – Accounts, Taxation, Compliance, Transport & Asset Management (School & Trust)
NAVDEEP PUBLIC SCHOOL —Kollam, Kerala
- ₹20,000 - ₹50,000 a month
- Full-time
- Microsoft Excel
- English
- Bachelor's degree
Quick apply
Business Intelligence Analyst II
Envestnet Asset Management, Inc —Thiruvananthapuram, Kerala
- Hybrid work
- Computer Science
- SQL
- Bachelor's degree
- Health insurance
14d
Financial Advisor
Federal groups —Thiruvananthapuram District, Kerala
- ₹20,000.00 - ₹49,671.84 a month
- Part-time
- Sales
- English
- 12th Pass
- Commuter assistance
- Work from home
Quick apply
Software Development Engineer II
Envestnet Asset Management, Inc —Thiruvananthapuram, Kerala
- Hybrid work
- Computer Science
- SQL
- AWS
- Health insurance
14d
Chief Financial Officer (CFO)
Plymarc —Perumbavoor, Kerala
- ₹75,000 - ₹1,20,000 a month
- Full-time
- English
- Finance
- Master's degree
Quick apply
Data Privacy Advisor II
Envestnet Asset Management, Inc —Thiruvananthapuram, Kerala
- Hybrid work
- Master's degree
- Analysis skills
- Bachelor's degree
- Health insurance
Financial-Advisor
Progno —Kochi, Kerala
- Email
- English
- Microsoft Office
- Finance
Senior Talent Acquisition Specialist (Contract)
Envestnet Asset Management, Inc —Thiruvananthapuram, Kerala
- Hybrid work
- Recruiting
- Financial services
- Communication skills
- Health insurance
7d
Financial Advisor
Edelweiss life insurance company limited —Calicut, Kerala
- ₹30,000 - ₹2,00,000 a month
- Part-time
- Hybrid work
- Work from home
Quick apply
6d
Lead Software Development Engineer
Envestnet Asset Management, Inc —Thiruvananthapuram, Kerala
- Hybrid work
- Medicine
- Java
- AI
- Health insurance
Lead Enterprise Applications Engineer
Envestnet Asset Management, Inc —Thiruvananthapuram, Kerala
- Hybrid work
- Oracle
- SQL
- APIs
- Health insurance
Insurance Advisor
SBI Life insurance company ltd —Kollam, Kerala
- ₹25,000 - ₹50,000 a month
- Part-time
- Hybrid work
- Sales
- Customer service
- 12th Pass
- Commuter assistance
- Health insurance
Quick apply
2d
Financial advisor
SBI Life insurance company ltd —Punalur, Kerala
- ₹30,000 - ₹50,000 a month
- Part-time
- In-person
- Health insurance
- Work from home
Quick apply
2d
Finance Executive - PH Payroll
Cliniqon RCM Pvt Ltd —Kochi, Kerala
- ₹35,000 - ₹40,000 a month
- Full-time
- Finance
- Bachelor's degree
- Accounting
- Health insurance
- Food provided
Quick apply
7h
Senior / Lead Engineer (Full Stack)
CogniCor —Kochi, Kerala
- Remote
- Computer Science
- DevOps
- System design
- Health insurance
Quick apply

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Financial Analyst II

Envestnet Asset Management, Inc -
Thiruvananthapuram, Kerala

Apply Now

Job details

7 days ago

Benefits

Health insurance

Qualifications

Power BI
Business intelligence
Data analysis skills
Financial analysis
Finance
Bachelor's degree
Data management
Data analytics
Billing
Communication skills

Full job description

Description

Job Location

The primary work location for this role is Trivandrum with a hybrid work model.

About Envestnet

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.

The Team You’ll Join

You’ll be joining the Finance FP&A team—a lean, high-capacity group that delivers financial data, analysis, and reporting that drive decisions across the organization. The team provides financial visibility and KPIs to business owners, executive leadership and our sponsors, covering asset flows and revenue planning & forecasting, variance analysis, and performance insights across Envestnet’s core wealth business. We operate with a high degree of ownership and a strong bias toward empowering data-driven decision making at all levels of the business.

How You’ll Contribute

We’re looking for a financial data and business intelligence analyst to strengthen and enhance Envestnet’s asset-based reporting capabilities. In this role, you’ll deliver high-quality data infrastructure, reporting, and financial insights that support the organization’s financial objectives and long-term strategy.

Own end-to-end reporting for Asset Based metrics, including tracking, revenue attribution, fee schedules, and platform-level performance analysis
Assist in design, development, and maintenance of recurring dashboards and reports that provide visibility into asset flows, billing, and growth trends across Envestnet platforms
Partner with business stakeholders to translate evolving reporting needs into scalable analytical solutions
Contribute to monthly, quarterly, and annual financial close processes including variance analysis and management reporting
Identify trends, anomalies, and risks within financial data and surface findings to finance leadership
Support special projects and ad-hoc analysis as needed or assigned
Ensure data integrity across source systems, data warehouses, and reporting tools
Document data definitions, reporting methodologies, and process workflows
Collaborate with Technology, Sales, and Operations teams to improve data pipelines and identify automation opportunities
Serve as subject matter expert for FP&A data sources and reporting logic

What You’ll Need to Bring

Bachelor’s Degree in Finance, Data & Analytics, or a related field
2+ years of relevant experience in financial analysis or data analytics
Strong data analysis capabilities, with the ability to synthesize complex datasets, identify trends, and communicate findings clearly to leadership
Advanced proficiency in Power BI or other data visualization tools for financial dashboard development
Superior attention to detail and strong systems and data management knowledge

Nice-to-Haves

Customer-driven with excellent verbal and written communication and interpersonal skills
Demonstrated ability to execute in a dynamic environment with strong organizational, problem-solving, and prioritization skills
Self-motivated and proactive, with the ability to work independently and manage multiple priorities simultaneously
Familiarity with financial data warehouses, billing systems, or data pipeline tooling

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Our Investment in You

At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.

In addition, we provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being, including medical insurance for you and your family, annual health check-ups, free online doctor consultations and telemedicine services, subsidized health club memberships, and an employee assistance program. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Employment Opportunity employer and does not discriminate in employment on the basis of religion, race, color, caste, sex, gender, gender identity or expression, pregnancy, age, disability, medical condition, nationality, ethnic origin, marital status, or any other status protected under applicable Indian law. This commitment is in accordance with the Constitution of India and applicable labor and employment laws. All employment decisions are made solely based on merit, qualifications, performance, and business needs.

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.

Recruitment Fraud

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.

Apply Now

Refine Your Search

financial advisor jobs in kerala

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Head – Accounts, Taxation, Compliance, Transport & Asset Management (School & Trust)

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