Financial Planning Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Amritsar, Punjab
Work mode
Hybrid
Job type
Contract
Experience
2–5 yrs
Category
Finance

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

Join our client as a Financial Planning Consultant in Amritsar, where you'll provide tailored financial advice and solutions to clients.

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About the role

In this role, you will be responsible for assessing clients' financial needs and developing comprehensive financial plans to meet their goals. Your expertise in insurance products and investment strategies will be key in guiding clients through their financial journey. The position suits dynamic and results-driven individuals who thrive in a client-focused environment. Our client's team offers a collaborative atmosphere with opportunities for professional growth and advancement.

You will collaborate with clients to analyze their financial situations, provide risk assessments, and recommend solutions that align with their objectives. This role requires excellent interpersonal skills and the ability to communicate complex financial concepts in an easily understandable manner. If you are passionate about helping clients achieve their financial aspirations, this position is for you.

What you'll do

  • Conduct detailed financial assessments for clients
  • Develop customized financial plans and investment strategies
  • Provide ongoing support and adjustments to clients' financial plans
  • Educate clients on insurance products and market trends
  • Maintain up-to-date knowledge of financial regulations and compliance

What you'll need

  • Bachelor's degree in finance, business administration, or related field
  • Relevant certifications in financial planning or insurance
  • Proven experience in client-facing financial advisory roles

Skills

Strong analytical and problem-solving skills Excellent communication and interpersonal skills Proficiency in financial planning software and tools

Good to have

Knowledge of tax planning strategies Familiarity with the latest financial technologies

Benefits

  • Flexible working hours with hybrid work options
  • Professional development and training opportunities
  • Performance-based incentives and bonuses

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 are the main responsibilities of the Financial Planning Consultant?
You will assess clients' financial needs, develop financial plans, and recommend appropriate insurance and investment solutions.
What is the work mode for this position?
The role is hybrid, allowing for both onsite and remote work flexibility.
What qualifications are required for this role?
A degree in finance, economics, or a related field along with relevant certification in financial planning is preferred.
What is the salary range for this position?
The salary ranges from INR 40,000 to INR 80,000 per month based on experience and qualifications.
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.

Listing last updated

Financial Planning Consultant

₹40,000–80,000 a month

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