Financial Planning Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹50,000–85,000 a month
Location
Delhi, Delhi
Work mode
Hybrid
Job type
Full time
Experience
3–6 yrs
Category
Finance

In hand: about ₹45,000–76,600 a month after PF and income tax (estimate). How it's worked out

We need a Financial Planning Consultant to help clients develop financial plans to achieve their goals. This role requires strong analytical skills.

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About the role

As a Financial Planning Consultant, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help them develop comprehensive financial plans tailored to their individual goals and circumstances.

This position requires strong analytical skills to assess clients' financial situations and recommend appropriate strategies. You will collaborate with clients to establish their financial objectives, analyze their assets, and provide informed advice on investment opportunities.

In addition to analytical capabilities, excellent communication and interpersonal skills are essential for building trust and rapport with clients. Your ability to translate complex financial concepts into understandable terms will ensure clients feel confident in their financial decisions.

What you'll do

  • Develop personalized financial plans
  • Analyze financial data
  • Advise clients on investment options

What you'll need

  • Bachelor's degree in Finance or related field
  • CFP certification preferred

Skills

Financial analysis Interpersonal skills Problem-solving

Good to have

Experience in financial planning software Client relationship management

Benefits

  • Flexible work schedule
  • Health benefits

Interested in this role?

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

Apply now

Financial Planning Consultant jobs in other cities

Tirunelveli Ahmedabad

Questions about this job

What is the Financial Planning Consultant role?
The Financial Planning Consultant position is a Full Time (Hybrid) role based in Delhi. Experience: 3–6 yrs. Key skills needed include Financial analysis, Interpersonal skills, Problem-solving. BFSI Jobs is recruiting for this role on behalf of a client employer — apply directly on this page.
What is the salary for the Financial Planning Consultant position?
The Financial Planning Consultant position offers a salary of INR 50,000 - INR 85,000/month. Additional benefits include Flexible work schedule, Health benefits.
How do I apply for the Financial Planning Consultant job?
You can apply for the Financial Planning Consultant position directly through BFSI Jobs. Click the "Apply Now" button on this page, fill in your details and upload your resume. This listing is open until Dec 11, 2026.
How many jobs are currently available in Delhi?
There are currently 8 active job openings in Delhi on BFSI Jobs. Popular categories include Fintech (4), Finance (2), NBFC (1), Audit (1). Browse all jobs in Delhi to find more opportunities.
How many Finance jobs are available right now?
There are currently 134 active Finance job openings listed on BFSI Jobs. Top hiring locations for Finance roles include Nagpur (5), Ahmednagar (4), Mumbai (4), Bengaluru (4). Explore all Finance jobs to find your ideal role.
Are there Finance jobs available in Delhi?
There are 2 active Finance job openings in Delhi on BFSI Jobs. View all Finance jobs in Delhi to apply today.

Listing last updated

Financial Planning Consultant

₹50,000–85,000 a month

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