Financial Consultant

LocoJobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Kanpur, Uttar Pradesh
Work mode
Hybrid
Job type
Contract
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 team as a Financial Consultant to provide expert financial advice to clients. Ideal for experienced professionals in wealth management.

Apply now

About the role

As a Financial Consultant, you will provide tailored financial advice and solutions to clients, helping them navigate their financial journeys. Your role will involve assessing clients' financial needs, developing effective investment strategies, and guiding them through a range of financial products.

This position is ideal for those who excel in client-facing roles and have a genuine passion for assisting others in achieving their financial objectives. You will collaborate with a dynamic team that prioritizes innovation and client satisfaction, contributing to the formulation of successful financial strategies.

Strong interpersonal skills and a comprehensive understanding of financial markets are essential for this role. If you are ready to make a positive impact on clients' financial well-being, we encourage you to apply.

What you'll do

  • Provide personalized financial advice to clients
  • Assess clients' financial needs and goals
  • Develop tailored investment strategies
  • Stay updated on market trends and products

What you'll need

  • Bachelor's degree in Finance or Economics
  • Relevant certifications (e.g., CFP, CFA)
  • Strong analytical and communication skills

Skills

In-depth knowledge of financial products Excellent interpersonal skills Strong analytical abilities

Good to have

Experience in client relationship management Familiarity with financial planning software

Benefits

  • Flexible working hours
  • Performance-based bonuses
  • Continuous learning opportunities

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 qualifications do I need for this position?
A degree in Finance, Economics, or related fields is required, along with relevant certifications.
What type of clients will I be working with?
You will work with individual clients seeking personalized financial strategies.
Is this a remote position?
This role offers a hybrid work model, allowing both onsite and remote work.
What is the expected salary range?
Salaries range from INR 40,000 to INR 70,000 per month.
How do I apply for this role?
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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