About the role
As a Financial Planning Consultant, you will evaluate clients' financial situations and create customized financial plans to help them achieve their goals. Your role will involve providing ongoing investment advice and support, ensuring clients feel confident in their financial decisions.
This position offers a hybrid work environment, allowing you to balance flexibility with maintaining strong client relationships. Ideal candidates will possess strong analytical skills and a genuine passion for guiding clients toward financial success. Our client fosters an innovative atmosphere that encourages professional growth and collaboration.
What you'll do
- Develop tailored financial plans
- Assess clients' financial situations
- Provide ongoing investment advice
What you'll need
- Bachelor's degree in finance or related field
- 3-6 years of financial planning experience
- Certification in financial planning preferred
Skills
Analytical skills
Client-focused mindset
Strong communication skills
Good to have
Knowledge of investment products
Familiarity with financial planning software
Benefits
- Flexible work hours
- Professional development
- Incentives for high performance
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 main duties of this position?
You will develop financial plans, assess clients' financial situations, and offer investment advice.
What experience level is required?
Candidates should have 3-6 years of relevant experience in financial planning.
Is this a remote position?
This is a hybrid role with both onsite and remote work options.
What is the salary range for this role?
The salary ranges from INR 50,000 to INR 90,000 per month.
How can 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.
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