About the role
As a Financial Planning Consultant, you will work closely with clients to develop personalized financial strategies that align with their goals. This part-time position is ideal for individuals who are passionate about helping others manage their wealth effectively. You will be responsible for assessing clients' financial situations, identifying opportunities, and providing sound investment advice. Our client offers a hybrid work model, giving you the flexibility to balance work and personal commitments while making a meaningful impact in clients' lives.
What you'll do
- Assess clients' financial situations.
- Develop personalized financial plans.
- Provide investment advice and strategies.
- Maintain ongoing relationships with clients.
What you'll need
- Bachelor's degree in Finance, Business, or related field.
- Certification in Financial Planning (CFP) is preferred.
- Strong interpersonal skills.
Skills
Strong analytical skills.
Excellent communication and interpersonal skills.
Ability to work independently.
Good to have
Knowledge of investment products.
Experience in client relationship management.
Benefits
- Flexible working hours.
- Opportunity to work remotely.
- Professional development opportunities.
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 a typical day look like in this role?
A typical day involves meeting clients, analyzing their financial situations, and preparing tailored financial plans.
Is there room for growth in this position?
Yes, there are opportunities for advancement as you build a client base and demonstrate success.
What qualifications are needed for this role?
A degree in Finance or a related field is preferred, along with relevant certifications.
What is the salary range for this role?
The salary ranges from INR 25,000 to INR 50,000 per month based on experience.
How can I apply for this position?
Click "Apply Now" on this page to apply through BFSI Jobs. BFSI Jobs is recruiting for this role on behalf of a client employer.
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