Financial Planning Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹50,000–70,000 a month
Location
Durg, Chhattisgarh
Work mode
Hybrid
Job type
Full time
Experience
3–6 yrs
Category
Wealth Management

In hand: about ₹45,000–63,100 a month after PF and income tax (estimate). How it's worked out

Our client is looking for a Financial Planning Consultant in Durg to help clients achieve their financial goals.

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About the role

In the role of Financial Planning Consultant, you will work directly with clients to assess their financial situations and develop personalized financial strategies. You will conduct thorough analyses of clients' needs and objectives, providing tailored recommendations on investments, retirement planning, and risk management. This position is suitable for professionals with a passion for finance and a desire to make a difference in clients' lives. You'll be part of a dynamic team that fosters growth and innovation.

What you'll do

  • Conduct financial assessments for clients
  • Develop personalized financial plans
  • Provide ongoing advice on financial products
  • Monitor and adjust plans as needed

What you'll need

  • Degree in finance or related field
  • 3-6 years of experience in financial planning
  • Certification in financial planning preferred

Skills

Strong analytical skills Excellent communication skills Client-focused approach

Good to have

Knowledge of investment strategies Experience with financial planning software

Benefits

  • Performance-based bonuses
  • Comprehensive health benefits
  • Professional development support

Interested in this role?

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

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Financial Planning Consultant jobs in other cities

Madurai Guwahati Panchkula Sangli Dibrugarh Durgapur Surat Mangaluru Noida

Questions about this job

What are the main tasks of a Financial Planning Consultant?
You will assess financial situations, develop strategies, and guide clients in investment decisions.
What qualifications do I need for this role?
A degree in finance or a related field, along with relevant experience in financial planning is required.
Is this position fully onsite or hybrid?
This is a hybrid role, allowing a mix of remote and onsite work.
What is the expected salary for this position?
The salary ranges from INR 50,000 to INR 70,000 monthly.
How do I apply for this Financial Planning Consultant role?
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

₹50,000–70,000 a month

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