Financial Consultant

KijiJobs · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Pune, Maharashtra
Work mode
Hybrid
Job type
Contract
Experience
3–6 yrs
Category
Wealth Management

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

Our client is seeking a Financial Consultant to guide clients in wealth management and investment strategies in Pune.

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About the role

As a Financial Consultant, you will provide expert advice on investment opportunities, financial planning, and asset management. You will work closely with clients to understand their financial goals and recommend tailored solutions. This hybrid role allows for a flexible work environment while engaging with clients both remotely and in person. Ideal candidates are those who are proactive, have strong interpersonal skills, and a deep understanding of market trends.

What you'll do

  • Develop and implement investment strategies for clients.
  • Assess client financial needs and goals.
  • Provide market analysis and recommendations.

What you'll need

  • Bachelor's degree in Finance, Economics, or related field.
  • 3-6 years of experience in financial consulting.
  • Certifications like CFP or CFA are a plus.

Skills

Strong analytical and problem-solving abilities. Excellent communication and interpersonal skills. In-depth knowledge of financial markets and instruments.

Good to have

Familiarity with financial planning software.

Benefits

  • Attractive compensation package.
  • Flexible work hours and environment.
  • Access to professional development programs.

Interested in this role?

It takes about two minutes. Free to apply — KijiJobs never asks candidates for money.

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Questions about this job

What does this role entail?
You will advise clients on investments, financial planning, and wealth management strategies.
Do I need prior experience in wealth management?
Yes, 3-6 years of experience in financial consulting or wealth management is required.
Is this a remote or hybrid role?
This is a hybrid role with both remote and onsite responsibilities.
What is the expected salary?
The salary ranges from INR 50,000 to INR 80,000 monthly.
How do I apply for this position?
Click "Apply Now" on this page to apply through KijiJobs. KijiJobs is recruiting for this role on behalf of a client employer.

Listing last updated

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Financial Consultant

₹50,000–80,000 a month

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