About the role
Our client is seeking a Financial Planning Consultant in Raipur to guide clients in financial decision-making and investment strategies.
What you'll do
- Develop personalized financial strategies for clients
- Provide guidance on investments and retirement planning
- Monitor client portfolios and adjust as needed
- Build and maintain strong client relationships
What you'll need
- Bachelor's degree in finance, economics, or a related field
- 3-6 years of experience in financial planning
- Certifications such as CFP or CFA are preferred
Skills
Strong analytical and problem-solving skills
Excellent interpersonal and communication abilities
Proficiency in financial planning software
Good to have
Knowledge of tax laws and regulations
Experience with portfolio management
Benefits
- Flexible working hours
- Health insurance and retirement plans
- Professional development 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 are the primary tasks of a Financial Planning Consultant?
You will assess financial situations and create tailored financial plans for clients.
Is this a full-time role?
This is a contract position with a hybrid work model.
What experience do I need for this position?
Candidates should have 3-6 years of experience in financial planning or consulting.
What is the compensation for this role?
The salary ranges from INR 50,000 to INR 90,000 per month.
How do I submit my application?
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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