About the role
As a Financial Planning Consultant, you will engage with clients to understand their financial goals and provide tailored investment strategies. You will analyze financial data and recommend suitable options to maximize returns while minimizing risks. This hybrid role allows you to work both from the office and remotely, offering flexibility in your schedule. Ideal candidates will have a passion for finance and experience in client interactions.
What you'll do
- Develop financial plans
- Analyze clients' financial data
- Recommend investment options
- Build and maintain client relationships
What you'll need
- Bachelor's degree in finance or related field
- 3-6 years of experience in financial planning
- Certification in financial planning (e.g., CFP) is a plus
Skills
Strong analytical skills
Excellent communication and interpersonal skills
Client management
Good to have
Experience with financial software
Knowledge of investment strategies
Benefits
- Flexible work hours
- Professional development opportunities
- Incentive-based pay
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 create financial plans and investment strategies for clients based on their individual goals.
Is this a full-time position?
This is a contract position with flexible hours.
What qualifications do I need?
A degree in finance and relevant experience in financial planning are preferred.
What can I expect for salary?
The salary ranges from INR 50,000 to INR 90,000 monthly.
Where will I work?
This is a hybrid role, allowing for both onsite and remote work.
Listing last updated