Financial Consultant

LocoJobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Ghaziabad, Uttar Pradesh
Work mode
Remote
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 as a Financial Consultant to help clients manage their investments and financial planning strategies.

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About the role

As a Financial Consultant, you will play a crucial role in assisting clients to develop personalized investment strategies and comprehensive financial plans. Your responsibilities will include analyzing market trends and providing valuable insights that empower clients to achieve their financial aspirations.

This position is ideal for individuals who are passionate about finance and excel at building strong client relationships. Our client fosters a collaborative environment and promotes continuous learning and development, making this role a fantastic opportunity for career growth in the finance sector.

What you'll do

  • Develop investment strategies
  • Analyze market trends
  • Provide clients with financial advice

What you'll need

  • Bachelor's degree in Finance or related field
  • 2+ years of experience in financial consulting
  • Certification in financial planning is a plus

Skills

Strong analytical skills Excellent interpersonal skills Proficiency in financial software

Good to have

Experience in client relationship management Knowledge of investment products

Benefits

  • Work from home flexibility
  • Comprehensive training programs
  • Health and wellness benefits

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 core responsibilities of a Financial Consultant?
You will help clients develop financial strategies and investments based on their goals.
Is this a remote position?
Yes, this role allows for remote work.
How much experience do I need for this position?
Candidates should have 2-5 years of experience in financial advising or consulting.
What is the salary range for this role?
The salary ranges from INR 40,000 to INR 70,000 per month.
How do 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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