Financial Planning Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Patna, Bihar
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Wealth Management

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Join our team as a Financial Planning Consultant, guiding clients in achieving their financial goals through tailored strategies.

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About the role

In this role, you will work closely with clients to assess their financial situations and develop personalized financial plans. You will be responsible for analyzing trends in financial markets, providing investment advice, and ensuring compliance with regulatory standards. This position is ideal for those passionate about helping individuals and families secure their financial futures and offers opportunities for professional growth within a supportive team environment. Candidates with strong communication skills and a proactive approach to problem-solving will thrive in this role.

As a Financial Planning Consultant, you will engage with clients to understand their unique financial needs and objectives. You will create financial reports, recommend investment strategies, and help clients navigate complex financial decisions. The team values collaboration and innovation, making it a great place for those looking to make a positive impact in clients' lives.

What you'll do

  • Assess clients' financial needs and objectives.
  • Develop personalized financial plans and investment strategies.
  • Monitor and report on financial market trends.
  • Ensure compliance with financial regulations.
  • Build and maintain strong client relationships.

What you'll need

  • Bachelor's degree in finance, economics, or related field.
  • 2-5 years of experience in financial planning or advisory roles.
  • Strong analytical and communication skills.

Skills

Financial analysis and reporting. Excellent communication and interpersonal skills. Proficiency in financial planning software.

Good to have

Knowledge of investment products and services. Certifications in financial planning.

Benefits

  • Competitive salary and performance bonuses.
  • Opportunities for professional development and training.
  • Supportive and collaborative work 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 are the primary responsibilities of a Financial Planning Consultant?
You will assess clients' financial situations, develop personalized financial plans, and provide ongoing investment advice.
What qualifications are needed for this role?
A degree in finance or a related field, along with relevant experience in financial planning or advisory roles.
Is this position remote or onsite?
This is an onsite position based in Rajendra Nagar, Patna.
What is the salary range for this role?
The salary ranges from INR 40,000 to INR 70,000 per month depending on experience.
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

₹40,000–70,000 a month

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