Financial Planning Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹50,000–90,000 a month
Location
Nagpur, Maharashtra
Work mode
Hybrid
Job type
Contract
Experience
3–7 yrs
Category
Wealth Management

In hand: about ₹45,000–81,200 a month after PF and income tax (estimate). How it's worked out

Our client is seeking a Financial Planning Consultant to guide clients in achieving their financial goals through tailored investment strategies.

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About the role

As a Financial Planning Consultant, you will develop personalized financial plans for clients, including investment, retirement, and tax strategies. This role requires a strong understanding of financial markets, regulations, and products to provide sound advice. You will work closely with clients to assess their financial situations and recommend solutions that align with their objectives.

The ideal candidate will possess excellent interpersonal skills and the ability to build long-term relationships with clients. The hybrid work model allows for flexibility while maintaining client engagement. Join a team dedicated to delivering exceptional financial guidance and helping clients secure their financial future.

What you'll do

  • Develop personalized financial plans for clients.
  • Analyze financial situations and recommend investment strategies.
  • Maintain ongoing relationships with clients.
  • Stay updated with financial regulations and market trends.

What you'll need

  • Bachelor's degree in finance or related field.
  • 3-7 years of experience in financial planning or consulting.
  • Certification in financial planning is a plus.

Skills

Strong analytical skills Excellent communication skills Client relationship management

Good to have

Knowledge of financial markets and products Financial certification such as CFP

Benefits

  • Flexible work schedule.
  • Attractive compensation package.
  • Professional development opportunities.

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

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Questions about this job

What does a typical day look like for a Financial Planning Consultant?
Your day will involve meeting clients, analyzing their financial situations, and developing tailored financial strategies.
What qualifications do I need?
A degree in finance or a related field and experience in financial planning or consulting are preferred.
Is this a full-time position?
This is a contract position with a hybrid work mode.
What is the expected salary for this role?
The salary range is between INR 50,000 to INR 90,000 per month.
How do I apply for this position?
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

₹50,000–90,000 a month

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