Experienced Financial Consultant

UrbanHiring · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹60,000–80,000 a month
Location
Chandigarh, Chandigarh
Work mode
Hybrid
Job type
Contract
Experience
3–6 yrs
Category
Finance

In hand: about ₹54,000–72,100 a month after PF and income tax (estimate). How it's worked out

We are seeking an experienced Financial Consultant to join our team. You will provide strategic financial advice and support to clients to help them achieve their financial goals.

Apply now
Report this job

About the role

Our client, a leader in the financial services industry, is seeking an accomplished Financial Consultant to enhance our dedicated team in Chandigarh. This is an exceptional opportunity for a financial professional who is passionate about guiding clients through complex financial landscapes.

As a Financial Consultant, you will play a crucial role in delivering personalized financial strategies that empower clients to achieve their aspirations. Your role will encompass a comprehensive assessment of clients’ financial situations, allowing you to craft customized financial plans that address their unique needs and objectives. You will leverage your expertise to provide strategic advice, ensuring clients are well-informed and equipped to make sound financial decisions.

In this position, you will also be responsible for staying updated on the latest financial trends and regulations, which will enable you to offer informed recommendations. Building strong relationships with clients is key, as your ability to understand their goals and concerns will foster trust and loyalty. You will collaborate with other financial professionals and departments within our client to deliver a holistic approach to client service.

What you'll do

  • Analyze financial data and trends to provide advice
  • Develop and implement financial plans
  • Build and maintain client relationships
  • Prepare financial reports and presentations
  • Stay updated on financial regulations and market trends

What you'll need

  • Bachelor's degree in finance or accounting
  • 3-6 years of experience in financial consulting
  • Relevant certifications (e.g., CFA, CFP) preferred

Skills

Strong analytical skills Excellent communication skills Proficiency in financial software

Good to have

Experience with financial forecasting Knowledge of investment strategies

Benefits

  • Performance-based bonuses
  • Flexible working hours
  • Professional development opportunities

Interested in this role?

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

Apply now

Experienced Financial Consultant jobs in other cities

Bhubaneswar Nashik Bengaluru Ajmer Jaipur Mumbai Kochi

Questions about this job

What type of clients will I be working with?
You will work with individual and corporate clients, providing tailored financial solutions.
Is this a remote position?
This role offers a hybrid work model, with flexibility to work from home and in the office.
What qualifications are needed?
A degree in finance, accounting, or a related field, along with relevant certifications, is required.
How long is the contract period?
The initial contract period is for 12 months, with potential for extension based on performance.
What are the working hours?
Standard working hours are Monday to Friday, 9 AM to 6 PM.

Listing last updated

Experienced Financial Consultant

₹60,000–80,000 a month

Apply