UR

Financial Consultant

UrbanHiring · recruiting for a confidential client

Our client is looking for a part-time Financial Consultant to provide expert advice to our clients. This hybrid role offers flexibility and the chance to work with a dynamic team.

Agra, Uttar Pradesh
Part time Hybrid
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INR 20,000 - INR 35,000/month 2.0-5.0 yrs experience

Job Description

Our client is actively seeking a part-time Financial Consultant to join our growing team in Agra. In this dynamic role, you will provide expert financial advice and guidance to our diverse clientele, helping them navigate their financial journeys. This position offers the flexibility of a hybrid work environment, allowing you to balance your professional and personal life effectively.

As a Financial Consultant, your primary responsibility will be to assess clients' financial situations and develop tailored strategies to meet their specific needs. You will engage with clients to understand their financial goals, whether it’s planning for retirement, investing in assets, or managing debts. Your expertise will empower clients to make informed decisions, ensuring their financial well-being.

We value collaboration and teamwork at our client, and as part of our team, you will work closely with other financial professionals and support staff. You will have access to a wealth of resources and tools to enhance your consulting practices and improve client satisfaction.

Key Responsibilities

  • Conduct financial assessments for clients.
  • Develop and recommend financial plans.
  • Monitor clients' financial progress.
  • Provide ongoing support and advice.

Qualifications

  • Bachelor's degree in Finance or related field.
  • 2-5 years of experience in financial consulting.
  • Professional certifications (e.g., CFP) are a plus.

Skills

Required

Strong analytical and communication skills. Knowledge of financial planning tools. Client relationship management.

Good to Have

Experience in investment planning. Familiarity with tax regulations.

Benefits & Perks

  • Flexible working hours.
  • Competitive compensation.
  • Professional development opportunities.

Interested in this role?

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Frequently Asked Questions

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What are the main duties of a Financial Consultant?
You will assess client financial needs, provide tailored advice, and help clients achieve their financial goals.
Is this a remote position?
This is a hybrid role with both remote and onsite responsibilities.
What qualifications do I need?
A degree in Finance or a related field along with relevant experience is required.
How many hours will I work each week?
Part-time hours typically range from 15 to 20 hours per week.
Are there opportunities for full-time roles in the future?
Yes, successful consultants may have the opportunity to transition to full-time positions.

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Financial Consultant

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