Financial Consultant

BFSI Jobs · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹40,000–80,000 a month
Location
Mangaluru, Karnataka
Work mode
Hybrid
Job type
Contract
Experience
2–5 yrs
Category
Wealth Management

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join a dynamic team as a Financial Consultant specializing in Wealth Management. This role offers flexibility with a hybrid work mode and provides opportunities for professional growth.

Apply now
Report this job

About the role

As a Financial Consultant, you will be responsible for advising clients on investment opportunities and developing personalized financial plans. You will assess clients' financial situations, understand their goals, and recommend suitable financial products. This role is ideal for professionals with a passion for helping clients achieve their financial aspirations. You will work closely with a team of experts and have access to ongoing training and resources. Your insights will play a crucial role in shaping our clients' financial futures.

The hiring company values innovation and client satisfaction, and offers a collaborative environment where your skills can thrive. If you are looking for a rewarding career with the flexibility of hybrid work, this position could be a great fit for you.

What you'll do

  • Assess and analyze clients' financial needs and goals.
  • Develop personalized financial plans and investment strategies.
  • Provide ongoing support and adjust plans as necessary.
  • Stay updated on financial market trends and regulations.
  • Collaborate with a team of financial experts to enhance client services.

What you'll need

  • Bachelor's degree in Finance, Business Administration, or related field.
  • Minimum 2 years of experience in wealth management or financial consulting.
  • Strong analytical and interpersonal skills.

Skills

Strong communication and interpersonal skills. Proficiency in financial analysis and investment strategies. Ability to work independently and in a team environment.

Good to have

Familiarity with financial planning software. Certification in financial planning (CFP or equivalent).

Benefits

  • Competitive salary with performance bonuses.
  • Flexible working hours and hybrid work options.
  • Access to professional development resources and training.

Interested in this role?

It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.

Apply now

Financial Consultant jobs in other cities

Ahmednagar Bhopal Gaya Mysuru Kalyan Vadodara Durg Rajkot Moradabad

Questions about this job

What qualifications are needed for the Financial Consultant role?
A bachelor's degree in finance, business administration, or a related field is required, along with relevant experience in wealth management.
Is this position remote or onsite?
The position is hybrid, allowing for a mix of remote and onsite work.
What are the typical working hours for this role?
Working hours are flexible, but generally align with standard business hours, ensuring a good work-life balance.
How can I apply for this job?
Click "Apply Now" on this page to apply through BFSI Jobs. BFSI Jobs is recruiting for this role on behalf of a client employer.
What kind of training will be provided for this position?
The hiring company offers comprehensive training and ongoing professional development opportunities to help you excel in your role.

Listing last updated

Financial Consultant

₹40,000–80,000 a month

Apply