About the role
As a Financial Planning Consultant, you will play a vital role in helping clients develop comprehensive financial plans tailored to their long-term goals. Your expertise will involve analyzing clients’ financial situations, recommending suitable investment strategies, and providing guidance on effective risk management.
This position is well-suited for experienced professionals with a strong background in wealth management and a passion for client engagement. The hybrid work model offers the flexibility to balance remote work with in-office collaboration, enhancing both productivity and work-life balance.
What you'll do
- Develop comprehensive financial plans for clients.
- Analyze clients' financial situations and recommend strategies.
- Educate clients about investment options and financial products.
- Monitor client portfolios and adjust plans as necessary.
- Build and maintain strong client relationships.
What you'll need
- Bachelor's degree in finance, economics, or a related field.
- Certification in financial planning is a plus.
- Strong analytical and problem-solving skills.
Skills
Financial analysis and planning skills.
Excellent communication and presentation skills.
Client relationship management.
Good to have
Knowledge of investment markets.
Experience with financial software.
Benefits
- Flexible work arrangements.
- Professional development opportunities.
- Performance bonuses.
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 role?
A degree in finance or a related field, along with relevant certifications, is preferred.
What does the hybrid work model entail?
You will work both remotely and onsite in Connaught Place, depending on project needs.
What is the expected salary for this position?
The monthly salary ranges from INR 60,000 to INR 80,000.
Are there incentives for meeting performance targets?
Yes, performance-based bonuses are offered.
Will I receive support for client acquisition?
Yes, the company provides resources to help you build your client base.
Listing last updated