About the role
As a Financial Planning Consultant, you will work directly with clients to understand their financial goals and develop strategies to meet those objectives. You’ll analyze financial data, including income, expenses, and investments, and create tailored financial plans. The ideal candidate will possess strong interpersonal skills and a background in finance or related fields.
You'll be part of a collaborative team that prioritizes client satisfaction and growth. Our client emphasizes a client-first approach, ensuring that every recommendation aligns with the client's best interests. This contract role allows for flexibility in work arrangements, enhancing your work-life balance.
What you'll do
- Assess clients' financial needs
- Develop personalized financial plans
- Provide ongoing financial advice
- Monitor and adjust financial strategies
What you'll need
- Bachelor's degree in finance or related field
- 3-6 years of experience in financial planning
- Certification in financial planning (CFP) preferred
Skills
Good to have
Benefits
- Flexible working hours
- Opportunity for professional growth
- Incentives based on performance
Interested in this role?
It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.
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Questions about this job
What types of clients will I be working with?
Is prior experience in wealth management necessary?
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