Financial Planner

LocoJobs · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹50,000–90,000 a month
Location
Jodhpur, Rajasthan
Work mode
Hybrid
Job type
Contract
Experience
3–7 yrs
Category
Wealth Management

In hand: about ₹45,000–81,200 a month after PF and income tax (estimate). How it's worked out

Seeking a Financial Planner to develop personalized financial plans for clients in Jodhpur. This contract role offers the flexibility of hybrid work.

Apply now
Report this job

About the role

As a Financial Planner, you will analyze clients' financial situations, set goals, and design comprehensive financial plans. Your role will include investment planning, tax strategies, retirement planning, and estate planning. You will work directly with clients to understand their unique needs and provide expert guidance.

This position is ideal for a proactive individual with a strong background in financial analysis and client relationship management. Our client values a collaborative approach and provides training to keep you updated on the latest financial strategies.

What you'll do

  • Analyze financial data and develop financial plans.
  • Assist clients in investment and retirement planning.
  • Provide ongoing support and adjustments to financial plans.
  • Stay informed about financial products and market trends.
  • Build long-term client relationships based on trust and transparency.

What you'll need

  • Bachelor's degree in finance or related field.
  • 3-7 years of relevant experience in financial planning.
  • Certified Financial Planner (CFP) designation is a plus.

Skills

Strong analytical and problem-solving skills. Excellent communication and presentation skills. Ability to work independently and in a team.

Good to have

Experience with financial planning software. Understanding of tax laws and investment strategies.

Benefits

  • Competitive salary with performance bonuses.
  • Flexible working arrangements.
  • Professional development opportunities.

Interested in this role?

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

Apply now

Financial Planner jobs in other cities

Chandigarh Patna Gurugram Lucknow Pune Mumbai Aurangabad Jaipur Bhubaneswar

Questions about this job

What does the role of Financial Planner entail?
You will develop and implement personalized financial plans for clients.
Is this a full-time or part-time job?
This is a contract role with a hybrid work option.
What is the salary structure for this position?
The salary for this role ranges from INR 50,000 to INR 90,000 per month.
What experience is needed for this role?
Candidates should have 3-7 years of experience in financial planning or advisory.
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 Planner

₹50,000–90,000 a month

Apply