About the role
As a Financial Consultant, you will work closely with clients to develop tailored financial plans that accommodate their unique goals and circumstances. This part-time position is perfect for individuals who are passionate about helping clients achieve financial success. The hybrid work model allows for flexibility in client meetings and consultations.
Your responsibilities will include assessing clients' financial situations, providing investment advice, and recommending financial products. You will also conduct regular follow-ups to ensure that clients' financial strategies remain aligned with their objectives. This role is suited for individuals with excellent interpersonal skills who enjoy building long-term relationships with clients.
What you'll do
- Develop and implement personalized financial plans for clients.
- Provide ongoing investment advice and product recommendations.
- Conduct financial reviews and follow-ups with clients.
- Build and maintain strong client relationships.
What you'll need
- Degree in finance, business, or a related field.
- 2-5 years of experience in financial consulting or wealth management.
- Strong understanding of financial products and markets.
Skills
Good to have
Benefits
- Flexible working hours with a hybrid model.
- Attractive commission structure and bonuses.
- Opportunities for professional development.
Interested in this role?
It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.
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