Financial Consultant

LocoJobs · recruiting for a confidential client

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Listing updated

Pay
₹30,000–80,000 a month
Location
Dehradun, Uttarakhand
Work mode
Hybrid
Job type
Part time
Experience
3–6 yrs
Category
Wealth Management

Seeking a skilled Financial Consultant to join our client's team in Dehradun. Perfect for experienced professionals in wealth management.

Apply now

About the role

As a Financial Consultant, you will deliver tailored financial advice to clients, aligning strategies with their unique goals and requirements. Your role will involve creating comprehensive financial plans and investment strategies, as well as evaluating client portfolios to ensure optimal performance.

This position is well-suited for individuals with a strong passion for finance and a commitment to helping clients achieve their financial aspirations. You will work within a collaborative team that values your insights and promotes professional growth in the wealth management sector.

Our client offers a flexible hybrid working model, enabling you to maintain a healthy work-life balance. If you are dedicated to fostering client success and take a proactive approach in your work, this opportunity is an excellent fit for you.

What you'll do

  • Develop and implement financial plans
  • Advise clients on investment strategies
  • Assess and manage client portfolios
  • Build strong client relationships

What you'll need

  • Bachelor's degree in Finance or Business
  • 3+ years of experience in financial consulting
  • Strong interpersonal skills

Skills

Communication skills Financial analysis Relationship management

Good to have

Certifications in financial planning Knowledge of investment products

Benefits

  • Flexible working hours
  • Opportunity for professional development
  • Attractive compensation package

Interested in this role?

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

Apply now

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Questions about this job

What are the core duties of a Financial Consultant?
You will develop financial plans, provide investment advice, and assess client portfolios.
What is the work schedule like?
This is a part-time hybrid role, allowing for both onsite and remote work.
What qualifications do I need?
A degree in finance or business and experience in wealth management are preferred.

Listing last updated

Financial Consultant

₹30,000–80,000 a month

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