Financial Consultant

LocoJobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Bhubaneswar, Odisha
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 client's growing wealth management team as a Financial Consultant, where you will provide personalized financial advice to clients.

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About the role

As a Financial Consultant, you will assess clients' financial situations and provide tailored investment solutions to help them achieve their financial goals, including retirement planning and asset management. Collaborating with a dedicated team, you will focus on building strong client relationships and providing access to the best financial products available.

This position is ideal for professionals eager to grow their careers in a supportive environment that prioritizes client success. The successful candidate will possess strong financial acumen and exceptional interpersonal skills, essential for building trust and rapport with clients.

If you are passionate about helping others achieve financial stability, we encourage you to apply and take the next step in your career with us.

What you'll do

  • Assess client financial needs
  • Develop tailored investment strategies
  • Provide ongoing financial advice
  • Build and maintain client relationships

What you'll need

  • Bachelor's degree in finance or related field
  • 2-5 years of experience in financial consulting
  • Strong communication skills

Skills

Financial analysis Client relationship management Investment knowledge

Good to have

Certifications in financial planning

Benefits

  • Competitive salary
  • Performance bonuses
  • Health insurance

Interested in this role?

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

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Questions about this job

What are the primary responsibilities of the Financial Consultant?
You will assess clients' financial situations and provide tailored investment solutions.
What qualifications are required for this role?
Candidates should have a degree in finance or a related field, along with relevant experience.
Is this role onsite or remote?
This is an onsite position based in Bhubaneshwar.
How can I apply for this position?
Click "Apply Now" on this page to apply through LocoJobs. LocoJobs is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹40,000–70,000 a month

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