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Financial Consultant

WealthWise Advisors

WealthWise Advisors is looking for an experienced Financial Consultant for a part-time hybrid role. This position allows you to work flexibly while providing financial guidance to clients.

Amritsar, Punjab
Part time Hybrid
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INR 40,000 - INR 70,000/month 3.0-7.0 yrs experience

Job Description

WealthWise Advisors is seeking a dedicated and experienced Financial Consultant to join our team in a part-time hybrid role based in Amritsar. In this position, you will have the flexibility to work remotely while providing expert financial guidance to our diverse clientele. Your primary responsibility will be to assist clients in achieving their financial goals through personalized advice and strategic planning.

As a Financial Consultant, you will conduct thorough assessments of clients' financial situations, including their income, expenses, investments, and savings. You will develop tailored financial plans and provide recommendations on investment strategies, retirement planning, and risk management. Your expertise will help clients navigate complex financial decisions, ensuring they make informed choices that align with their long-term objectives.

In addition to client consultations, you will stay updated on market trends and regulatory changes that may impact clients' financial strategies. Building strong relationships with clients will be crucial, as trust and communication are key to successful financial planning. We value professional integrity and expect our consultants to uphold the highest ethical standards in their practice.

This role is ideal for individuals who thrive in a flexible work environment and possess excellent interpersonal

Key Responsibilities

  • Provide expert financial advice to clients.
  • Analyze clients' financial situations and develop plans.
  • Stay updated on financial regulations and market trends.
  • Build and maintain client relationships.

Qualifications

  • Bachelor's degree in finance or related discipline.
  • Minimum 3 years of experience in financial consulting.
  • Strong analytical and problem-solving skills.

Skills

Required

Strong communication skills. Proficiency in financial analysis tools. Ability to build rapport with clients.

Good to Have

Experience in investment planning. Familiarity with financial software.

Benefits & Perks

  • Flexible work hours.
  • Professional training and development opportunities.
  • Performance-based incentives.

Interested in this role?

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Frequently Asked Questions

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What does a typical day look like for this role?
You will meet with clients, assess their financial needs, and create tailored financial strategies.
Is this a fully remote position?
This role is hybrid; you can work remotely part of the time and meet clients onsite in Karol Bagh.
What qualifications are necessary for this position?
Candidates should have a degree in finance or a related field, along with relevant experience.
What is the expected salary for this role?
The salary for this part-time role ranges from INR 40,000 to INR 70,000 per month.
How do I apply for this position?
Interested candidates can send their resume and cover letter to our recruitment email.

Data refreshed in real-time • Aug 10, 2026

Financial Consultant

WealthWise Advisors

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