Financial Planning Consultant

LocoJobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Chandigarh, Chandigarh
Work mode
Hybrid
Job type
Full time
Experience
2–5 yrs
Category
Wealth Management

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our client's team as a Financial Planning Consultant in Chandigarh. You will help clients achieve their financial goals through tailored strategies.

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About the role

As a Financial Planning Consultant, you will work closely with clients to understand their financial objectives and develop personalized plans to achieve them. Your expertise will guide clients through investment options, tax strategies, and retirement planning, ensuring they are equipped with the knowledge to make informed decisions.

This role is ideal for motivated individuals with strong interpersonal skills and a passion for helping others build wealth. The collaborative team environment fosters professional growth and provides access to ongoing training and resources to enhance your capabilities in the financial landscape.

You will be responsible for analyzing client portfolios, recommending appropriate financial products, and maintaining long-term client relationships to secure loyalty. If you enjoy working in a dynamic atmosphere and are eager to make a positive impact on clients' financial futures, this position is for you.

What you'll do

  • Analyze client financial data to create personalized financial plans.
  • Develop and present investment and financial strategies to clients.
  • Maintain ongoing communication with clients to adapt plans as needed.
  • Stay updated on financial products and market trends.

What you'll need

  • Bachelor's degree in finance, business, or related field.
  • Relevant financial certifications (e.g., CFP, CFA) are a plus.
  • Strong communication and analytical skills.

Skills

Financial analysis and planning. Excellent interpersonal and communication skills. Proficiency in financial software and tools.

Good to have

Knowledge of tax laws and investment strategies. Experience with CRM software.

Benefits

  • Competitive salary with performance bonuses.
  • Flexible work hours and hybrid work options.
  • Access to professional development resources.

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 are needed for this role?
A degree in finance, business administration, or a related field is preferred, along with relevant certifications.
What is the work mode for this position?
This role offers a hybrid work mode, combining both onsite and remote work.
What does a typical day look like for a Financial Planning Consultant?
You will meet with clients to discuss their financial goals, analyze their current financial situations, and create tailored planning strategies.
Is there room for growth in this position?
Yes, there are opportunities for career advancement within the organization, with access to ongoing training and development.
How do I apply for this job?
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 Planning Consultant

₹40,000–80,000 a month

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