Financial Planning Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Shimla, Himachal Pradesh
Work mode
On-site
Job type
Full time
Experience
3–5 yrs
Category
Wealth Management

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

Looking for a Financial Planning Consultant to join our team in Shimla, specializing in personalized investment strategies and financial advice.

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About the role

The Financial Planning Consultant will work closely with clients to create tailored financial plans that meet their unique needs. You will assess clients' financial situations, recommend investment strategies, and monitor their progress towards financial goals. The ideal candidate will possess strong analytical skills and a deep understanding of financial products. This role is perfect for someone looking to make a significant impact in clients' lives while working in a supportive team environment.

We offer a collaborative atmosphere where your expertise will be valued. You will have the opportunity to work with diverse clients and contribute to their financial success. If you have a passion for wealth management and a desire to help others achieve their financial objectives, we encourage you to apply.

What you'll do

  • Develop personalized financial plans for clients.
  • Assess clients' financial situations and investment needs.
  • Monitor and report on clients' financial progress.
  • Provide ongoing financial advice and support.

What you'll need

  • Bachelor's degree in finance or related field.
  • 3-5 years of experience in financial planning or wealth management.
  • Certification in financial planning is a plus.

Skills

Strong analytical and financial modeling skills. Excellent communication and interpersonal skills. Proficiency in financial planning software.

Good to have

Knowledge of investment products and market trends. Experience in client relationship management.

Benefits

  • Competitive salary with performance bonuses.
  • Health and wellness benefits.
  • Opportunities for professional development.

Interested in this role?

It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.

Apply now

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Questions about this job

What are the primary responsibilities of the Financial Planning Consultant?
The consultant will assess client financial situations, develop tailored financial plans, and recommend investment strategies.
What qualifications are required for this position?
A degree in finance or a related field along with relevant experience in financial planning is required.
Is this a remote position?
No, this is an onsite role based in Mall Road, Shimla.
What is the salary range for this role?
The salary for this role ranges from INR 50,000 to INR 80,000 monthly.
How can 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

₹50,000–80,000 a month

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