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Financial Consultant Opportunity at WealthWise Advisors

WealthWise Advisors

WealthWise Advisors is seeking a part-time Financial Consultant to provide expert financial advice and strategies to our clients, enhancing their financial well-being.

Navi Mumbai, Maharashtra
Part time Hybrid
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INR 20,000 - INR 35,000/month 2.0-5.0 yrs experience

Job Description

WealthWise Advisors is excited to announce an opportunity for a part-time Financial Consultant to join our dynamic team in Navi Mumbai. As a Financial Consultant, you will play a crucial role in helping our clients achieve their financial goals through tailored advice and strategic planning. Your expertise will empower clients to make informed decisions about their investments, savings, and financial futures.

In this position, you will assess clients' financial situations, identify their needs, and develop personalized financial strategies that reflect their individual circumstances and aspirations. You will be responsible for conducting thorough analyses of clients' financial health, including income, expenses, and investment portfolios. By staying updated with the latest market trends and financial products, you will provide invaluable insights that guide clients towards effective financial management.

We are looking for candidates with a strong background in finance, excellent communication

Key Responsibilities

  • Evaluate clients' financial needs and goals
  • Develop tailored financial plans
  • Provide advice on investments and savings
  • Assist clients in understanding financial products

Qualifications

  • Bachelor's degree in Finance or related field
  • Minimum 2 years of experience in financial consulting
  • Strong analytical and interpersonal skills

Skills

Required

Financial analysis Communication skills Client relationship management

Good to Have

Knowledge of financial software Certifications like CFA or CFP

Benefits & Perks

  • Competitive salary with performance bonuses
  • Access to training and professional development
  • Work-life balance with flexible hours

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 are the key responsibilities of the Financial Consultant?
You will assess clients' financial situations, provide strategies, and help them achieve their financial goals.
Is this role flexible in terms of hours?
Yes, this part-time role offers flexible hours to accommodate your schedule.
What qualifications do I need to apply?
A degree in Finance or a related field and prior consulting experience are preferred.
Can I work remotely in this position?
Yes, we offer a hybrid work model allowing for both in-office and remote work.
What growth opportunities are available?
We provide training and mentorship to help you advance in your financial career.

Data refreshed in real-time • Sep 2, 2026

Financial Consultant Opportunity at WealthWise Advisors

WealthWise Advisors

Apply Now