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Financial Consultant at WealthWise Advisors

WealthWise Advisors

WealthWise Advisors is looking for a Financial Consultant to provide expert advice on investments and financial planning for our clients. Work in a dynamic environment.

Guwahati, Assam
Contract Hybrid
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INR 40,000 - INR 70,000/month 2.0-5.0 yrs experience

Job Description

WealthWise Advisors is seeking a dedicated and experienced Financial Consultant to join our team in Guwahati. In this role, you will be responsible for providing expert financial advice to our clients, helping them navigate the complexities of investments and financial planning. Your expertise will empower clients to make informed decisions that align with their financial goals.

As a Financial Consultant, you will engage with clients to assess their financial situations, understand their objectives, and develop tailored strategies that address their unique needs. Your ability to analyze market trends and investment opportunities will be crucial in guiding clients toward achieving their financial aspirations. You will also be responsible for monitoring clients' portfolios and making adjustments as necessary to optimize their financial outcomes.

We offer a dynamic work environment where collaboration and professional growth are encouraged. You will have access to ongoing training and development opportunities to enhance your

Key Responsibilities

  • Analyze clients' financial situations
  • Develop personalized financial strategies
  • Keep clients informed about market trends
  • Assist with portfolio management

Qualifications

  • Bachelor's degree in Finance, Business, or related field
  • 2+ years of experience in financial advisory roles
  • Strong analytical and interpersonal skills

Skills

Required

Excellent communication and negotiation skills Strong knowledge of investment products Ability to build long-term relationships with clients

Good to Have

Certification in financial planning Experience with financial software

Benefits & Perks

  • Performance-based bonuses
  • Flexible working hours
  • Training and certification opportunities

Interested in this role?

Apply now and take the next step in your career

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Frequently Asked Questions

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What qualifications do I need to become a Financial Consultant?
A degree in finance or a related field and prior experience in financial consulting.
What are the main responsibilities of this role?
You will assess clients' financial information, create financial plans, and provide investment advice.
Is this position remote?
This role is hybrid; you will work both remotely and onsite as needed.
What is the commission structure?
We offer a competitive commission structure based on performance.
Are there opportunities for professional growth?
Yes, we encourage continuous learning and career advancement within the company.

Data refreshed in real-time • Sep 2, 2026

Financial Consultant at WealthWise Advisors

WealthWise Advisors

Apply Now