Financial Consultant

UrbanHiring · recruiting for a confidential client

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Listing updated

Pay
₹25,000–50,000 a month
Location
Ajmer, Rajasthan
Work mode
Hybrid
Job type
Part time
Experience
3–6 yrs
Category
Finance

Join our client as a part-time Financial Consultant. Guide clients in financial planning and investment strategies while working in a flexible hybrid environment.

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About the role

Our client is seeking a dedicated and skilled part-time Financial Consultant to join our dynamic team in Ajmer. In this role, you will have the opportunity to guide clients through the intricacies of financial planning and investment strategies. Your expertise will help individuals and businesses make informed decisions that align with their financial goals.

As a Financial Consultant, you will work closely with clients to assess their financial situations, understand their unique needs, and develop tailored solutions.

What you'll do

  • Assess clients' financial needs and goals.
  • Develop personalized financial plans.
  • Monitor investment performance and provide updates to clients.
  • Stay current on financial regulations and market trends.

What you'll need

  • Bachelor's degree in Finance, Economics, or a related field.
  • 3-6 years of experience in financial consulting.
  • Strong analytical skills and attention to detail.

Skills

Excellent interpersonal skills. Proficiency in financial software. Strong understanding of investment strategies.

Good to have

Certifications such as CFP or CFA are a plus. Experience with client relationship management.

Benefits

  • Flexible work schedule.
  • Ongoing training and development programs.
  • Remote work options available.

Interested in this role?

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

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Questions about this job

What duties will I perform in this role?
You will provide financial advice, develop investment strategies, and manage client portfolios.
Are there opportunities for full-time positions?
Yes, high-performing consultants may be considered for full-time roles.
What are the working hours?
Flexible hours that can fit around your schedule.
What is the expected salary range?
The salary range is between INR 25,000 to INR 50,000 monthly.
How do I submit my application?
Click "Apply Now" on this page to apply through UrbanHiring. UrbanHiring is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹25,000–50,000 a month

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