Financial Planning Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹25,000–50,000 a month
Location
Ahmednagar, Maharashtra
Work mode
Remote
Job type
Part time
Experience
1–3 yrs
Category
Wealth Management

Join our client as a part-time Financial Planning Consultant in Ahmednagar. This role involves helping clients achieve their financial goals through effective planning.

Apply now

About the role

As a Financial Planning Consultant, your main responsibility will be to assist clients in developing personalized financial strategies. You will analyze their financial situations, recommend suitable investment products, and help them navigate through complex financial decisions. This position is perfect for someone who is passionate about finance and enjoys working with clients to build their wealth.

In this remote role, you will have the flexibility to manage your time while providing expert advice and guidance. If you are looking for a part-time opportunity that allows you to make a meaningful impact in clients' financial lives, we welcome your application.

What you'll do

  • Develop financial strategies
  • Analyze client financial situations
  • Recommend investment products
  • Guide clients through financial decisions

What you'll need

  • Degree in finance or related field
  • 1-3 years of experience in financial consulting
  • Strong interpersonal skills

Skills

Financial analysis Client relationship management Communication skills

Good to have

CFP certification Experience with financial software

Benefits

  • Flexible work hours
  • Opportunity to work remotely
  • Professional development

Interested in this role?

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

Apply now

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Questions about this job

What are the main tasks for this position?
You will assist clients in financial planning, analyze their financial situations, and recommend investment strategies.
Is this role remote or onsite?
This is a remote part-time position.
What experience is required?
You should have 1-3 years of experience in financial planning or consulting.
What is the salary range for this role?
The salary is between INR 25,000 and INR 50,000 per month.

Listing last updated

Financial Planning Consultant

₹25,000–50,000 a month

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