About the role
As a Financial Planning Consultant, you will provide personalized financial advice to clients, helping them develop and implement strategies for wealth accumulation and management. You will analyze their financial status, recommend investment opportunities, and monitor their portfolios to ensure alignment with their financial goals. This role suits proactive individuals with strong interpersonal skills and a passion for finance. Our client offers a dynamic work environment with the flexibility of hybrid work arrangements.
What you'll do
- Conduct financial assessments for clients
- Develop customized financial plans
- Monitor and adjust investment strategies
- Educate clients on financial products
What you'll need
- Bachelor's degree in finance
- 2+ years of experience in financial planning
- Certifications in financial planning are a plus
Skills
Analytical skills
Financial modeling
Interpersonal skills
Good to have
Sales skills
Marketing knowledge
Benefits
- Flexible work schedule
- Performance bonuses
- Employee training programs
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 do I need to qualify for this role?
A degree in finance or a related field, and experience in financial planning or advisory roles.
What kind of clients will I work with?
You will work with a diverse range of clients, including individuals and families looking to manage their wealth.
Is experience mandatory for this position?
Yes, 2-5 years of experience in financial planning is required.
What is the work mode for this role?
This is a hybrid position with both onsite and remote work options.
How do I apply?
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