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Financial Consultant
WealthWise Advisors
WealthWise Advisors is looking for a Financial Consultant to guide clients in investment strategies and financial planning in a hybrid work environment.
Mumbai, Maharashtra
Contract
Hybrid
INR 60,000 - INR 120,000/month
3.0-6.0 yrs experience
Job Description
At WealthWise Advisors, we are seeking a dedicated and knowledgeable Financial Consultant to join our dynamic team in Mumbai. In this role, you will be responsible for guiding clients through their financial journey, helping them to develop effective investment strategies and comprehensive financial plans. As a Financial Consultant, your expertise will empower clients to make informed decisions that align with their financial goals and aspirations.
Your
Key Responsibilities
- Conduct financial analysis and assessments
- Create tailored financial plans for clients
- Stay updated on market trends and investment opportunities
- Build and maintain client relationships
Qualifications
- Bachelor's degree in Finance or a related field
- 3+ years of experience in financial consulting
- Strong analytical and interpersonal skills
Skills
Required
Strong analytical skills
Excellent communication and negotiation skills
Proficiency in financial software
Good to Have
Experience with portfolio management
Familiarity with tax regulations
Benefits & Perks
- Performance-based bonuses
- Flexible working hours
- Continuing education opportunities
Frequently Asked Questions
LiveWhat are the key responsibilities of this role?
You will assess clients' financial needs, develop financial plans, and provide investment advice.
What qualifications do I need?
A degree in Finance or related field, along with relevant certification such as CFA or CFP.
Is this position onsite or remote?
This is a hybrid role, combining both onsite and remote work.
What is the salary range?
The monthly salary ranges from INR 60,000 to 120,000 based on experience.
How can I apply for this position?
You can submit your application through our website or directly email us your resume.
Data refreshed in real-time • Sep 2, 2026