About the role
In the role of Financial Planning Consultant, you will create personalized financial plans for clients based on their goals and risk tolerance. Your expertise will help clients navigate investments, retirement planning, and estate planning. This contract position is ideal for experienced professionals seeking flexibility in their work environment. Our client values a proactive approach to client relationships and offers a supportive team atmosphere.
What you'll do
- Develop personalized financial plans for clients
- Analyze clients' financial health and goals
- Provide ongoing support and advice
- Stay updated on market trends and regulations
What you'll need
- Bachelor's degree in Finance or Economics
- 3+ years of experience in financial planning
- Certification in financial planning is a plus
Skills
Strong analytical and problem-solving skills
Excellent interpersonal skills
Ability to work independently
Good to have
Experience with financial planning software
Knowledge of investment strategies
Benefits
- Flexible work hours
- Opportunity to work with high-net-worth clients
- Access to continuous professional development
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 Financial Planning Consultant do?
You will develop tailored financial plans for clients.
What qualifications are needed for this position?
A degree in finance or related field and relevant experience are required.
Is this role remote?
Yes, this is a fully remote contract position.
What is the salary range for this role?
The salary ranges from INR 60,000 to INR 100,000 monthly.
Listing last updated