About the role
Join our client as a Financial Planning Consultant and help clients achieve their financial goals.
What you'll do
- Develop financial plans
- Assess clients' financial situations
- Recommend financial strategies
- Maintain client relationships
What you'll need
- Bachelor's degree in Finance or related field
- 3-6 years of experience in financial planning
- Certified Financial Planner (CFP) is a plus
Skills
Analytical skills
Interpersonal skills
Financial knowledge
Good to have
Familiarity with financial software
Previous sales experience
Benefits
- Competitive compensation
- Flexible working hours
- Opportunity to work with diverse clients
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 does the role entail?
You will develop financial plans and provide strategic recommendations to clients.
What is the required experience for this position?
Candidates should have 3 to 6 years of experience in financial planning.
Is this a full-time or part-time role?
This is a part-time position with hybrid work options.
What qualifications are needed?
A degree in Finance or related field is preferred.
How can I submit my application?
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