About the role
As a Financial Planning Consultant, you will play a crucial role in helping clients develop personalized financial plans that align with their goals. Your responsibilities will include analyzing clients' financial situations, recommending suitable investment strategies, and providing ongoing support and advice.
This part-time role offers flexibility, allowing you to balance your professional and personal commitments while making a significant impact on clients' financial well-being. If you are passionate about financial services and eager to help others succeed, this opportunity is perfect for you.
What you'll do
- Develop personalized financial plans for clients
- Analyze and monitor client investment portfolios
- Provide ongoing advice and support to help clients meet their goals
- Stay updated on market trends and investment opportunities
What you'll need
- Bachelor's degree in Finance or related field
- 2-5 years of experience in financial planning or wealth management
- Strong analytical and interpersonal skills
Skills
Excellent communication and presentation skills
Strong analytical skills
Proficient in financial planning software
Good to have
Certification in Financial Planning (CFP)
Experience in client relationship management
Benefits
- Flexible working hours
- Professional development opportunities
- Performance bonuses and incentives
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 my main responsibilities in this role?
You will create financial plans, analyze client portfolios, and provide investment recommendations.
What qualifications do I need?
A degree in finance or a related field with a minimum of 2 years of experience is required.
Is this a part-time position?
Yes, this is a part-time role with flexible hours.
What is the salary range for this position?
The monthly salary ranges from INR 35,000 to INR 60,000.
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