About the role
As a Financial Planning Consultant, you will assess clients' financial situations and develop personalized strategies to help them achieve their financial objectives. This role requires you to engage with clients to understand their unique needs, providing tailored recommendations for investment opportunities, retirement planning, and tax optimization.
Our client values relationship-building and encourages a collaborative work environment where your financial expertise will be recognized. You will have the opportunity to make a significant impact on clients' financial well-being while working alongside a supportive team.
What you'll do
- Analyze clients' financial needs and goals
- Create comprehensive financial plans
- Provide ongoing support and adjustments to plans as needed
- Build and maintain strong client relationships
What you'll need
- Bachelor's degree in finance or related field
- CFP or equivalent certification
- 3-7 years of experience in financial planning
Skills
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Knowledge of investment products and tax regulations
Good to have
Familiarity with financial planning software
Sales experience in financial services
Benefits
- Competitive salary and performance bonuses
- Health insurance and retirement benefits
- Professional development opportunities
Interested in this role?
It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.
Financial Planning Consultant jobs in other cities
Questions about this job
What are the main responsibilities of this role?
You will create financial plans, recommend investment strategies, and conduct regular client meetings.
What qualifications are needed?
A degree in finance, business administration, or a related field, along with relevant certifications such as CFP.
Is this position onsite or remote?
This is an onsite position in Mall Road, Thiruvananthapuram.
What is the expected salary range?
The salary range is between INR 50,000 and INR 90,000 per month, depending on experience.
Listing last updated