Financial Planning Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹60,000–90,000 a month
Location
Ghaziabad, Uttar Pradesh
Work mode
Hybrid
Job type
Contract
Experience
3–6 yrs
Category
Wealth Management

In hand: about ₹54,000–81,200 a month after PF and income tax (estimate). How it's worked out

We are seeking a Financial Planning Consultant to guide clients in achieving their financial goals through personalized strategies.

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About the role

In the role of Financial Planning Consultant, you will work closely with clients to understand their financial objectives and create tailored financial plans. This includes assessing their current financial situation, investment preferences, and risk tolerance to develop effective strategies for wealth accumulation. The role suits professionals with strong analytical skills and a deep understanding of financial markets.

You will provide ongoing support and adjust plans as needed in response to market changes or client life events. Your expertise will empower clients to make informed financial decisions while building long-term relationships based on trust and results.

What you'll do

  • Develop personalized financial plans for clients.
  • Assess clients' financial situations and goals.
  • Provide ongoing advice and support.
  • Monitor client investments and market trends.
  • Build and maintain strong client relationships.

What you'll need

  • Bachelor's degree in finance or a related field.
  • Minimum 3 years of experience in financial planning.
  • Certification in financial planning is advantageous.

Skills

Strong analytical and problem-solving skills. Excellent interpersonal skills. In-depth knowledge of financial products.

Good to have

Familiarity with financial planning software. CFP or equivalent certification.

Benefits

  • Flexible working hours.
  • Performance-based incentives.
  • Professional development opportunities.

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

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Questions about this job

What will my daily responsibilities include?
You will assess clients' financial situations and create tailored financial plans.
Is this role remote or hybrid?
This is a hybrid role allowing both onsite and remote work.
What is the salary range for this position?
The salary ranges between INR 60,000 to INR 90,000 per month.
What qualifications are required for this role?
A degree in finance, economics, or a related field is preferred.
How do 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

Financial Planning Consultant

₹60,000–90,000 a month

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