About the role
In the role of Financial Planning Consultant, you will work closely with clients to assess their financial situations and provide tailored strategies to achieve their goals. This part-time position allows for a hybrid work model, offering flexibility in your working hours. You will be responsible for developing comprehensive financial plans, conducting reviews, and advising clients on investments, insurance, and retirement options. If you are passionate about finance and enjoy helping others, this role is a perfect fit.
What you'll do
- Assess clients' financial situations
- Develop financial plans
- Provide investment advice
What you'll need
- Bachelor's degree in Finance or related field
- 3-7 years of experience
- Certification in financial planning
Skills
Strong analytical skills
Excellent communication
Client-focused
Good to have
Knowledge of financial software
Experience with estate planning
Benefits
- Flexible work hours
- Opportunity for professional growth
- Supportive team environment
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 financial plans and provide advice on investments, insurance, and retirement.
Is this a full-time or part-time position?
This is a part-time role with a hybrid work model.
What qualifications do I need?
You should have 3-7 years of experience in financial planning and relevant certifications.
What is the expected salary range?
The salary ranges from INR 40,000 to INR 75,000 monthly.
Listing last updated