About the role
As a Financial Planning Consultant, you will work directly with clients to develop comprehensive financial plans based on their goals and aspirations. You will analyze financial data, offer investment advice, and provide ongoing support to help clients achieve their financial objectives. This role suits proactive individuals who are passionate about finance and technology. You will join a dynamic team where your insights can directly impact clients' financial futures.
What you'll do
- Develop comprehensive financial plans
- Analyze clients' financial situations
- Provide investment recommendations
- Monitor clients' progress towards financial goals
What you'll need
- Bachelor's degree in Finance or related field
- 3-6 years of experience in financial planning
- Certifications like CFP preferred
Skills
Strong analytical skills
Excellent communication
Client-focused mindset
Good to have
Knowledge of financial software
Experience in client relationship management
Benefits
- Attractive salary package
- Performance bonuses
- Career advancement 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 is the role of a Financial Planning Consultant?
You will develop financial plans and provide investment advice to clients.
What level of experience is required?
Candidates should have 3-6 years of experience in financial planning.
Is this a full-time position?
Yes, this role is full-time and onsite.
What is the salary range for this position?
The salary ranges from INR 40,000 to INR 70,000 monthly.
How can I apply for this 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