About the role
As a Financial Planning Consultant, you will work with clients to develop tailored financial strategies that align with their goals. Your responsibilities will include conducting assessments of clients' financial situations, recommending investment strategies, and monitoring their financial progress. This role is ideal for professionals with a strong background in financial planning and a passion for helping clients achieve their financial objectives.
You will have the flexibility of a hybrid work model, allowing you to work both remotely and in-person. If you enjoy fostering client relationships and providing insightful financial guidance, this position is a great fit for you.
What you'll do
- Conduct financial assessments
- Recommend investment strategies
- Monitor client financial progress
- Build and maintain client relationships
What you'll need
- Bachelor's degree in Finance or related field
- Certified Financial Planner (CFP) designation preferred
- Strong communication and interpersonal skills
Skills
Good to have
Benefits
- Flexible schedule
- Opportunity for client base growth
- Ongoing professional development
Interested in this role?
It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.
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