FI

Financial Consultant Position

Finance Experts Ltd.

As a Financial Consultant at Finance Experts Ltd., you will provide expert financial advice, develop investment strategies, and help clients achieve their financial goals. This role is ideal for professionals with a strong background in finance and client management.

Gwalior, Madhya Pradesh
Contract Onsite
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INR 60,000 - INR 100,000/month 3.0-7.0 yrs experience

Job Description

Join Finance Experts Ltd. as a Financial Consultant in Gwalior, where you will play a crucial role in guiding clients through their financial journeys. In this position, you will leverage your expertise to provide tailored financial advice that aligns with clients' unique circumstances and goals. Your primary responsibility will be to analyze financial data and market trends to develop effective investment strategies that maximize returns while managing risk.

As a Financial Consultant, you will also cultivate strong relationships with clients, ensuring they feel supported and informed at every step. You'll conduct detailed assessments of clients' financial situations, identifying opportunities for growth and areas for improvement. Through regular consultations and follow-ups, you will help clients stay on track to achieve their financial aspirations, whether they are saving for retirement, investing in real estate, or planning for their children's education.

We are looking for candidates with a solid background in finance, including experience in investment analysis and portfolio management. Excellent communication and interpersonal

Key Responsibilities

  • Assess clients' financial needs and goals.
  • Develop comprehensive financial plans.
  • Provide ongoing financial advice and support.
  • Stay updated on market trends and regulatory changes.

Qualifications

  • Bachelor's degree in Finance, Business, or a related field.
  • 3-7 years of experience in financial consulting.
  • Strong analytical and interpersonal skills.

Skills

Required

Excellent communication and negotiation skills. Proficient in financial modeling and analysis. Strong understanding of investment strategies.

Good to Have

Certification in financial planning (CFP or similar). Knowledge of tax regulations.

Benefits & Perks

  • Performance bonuses.
  • Health insurance.
  • Retirement savings plan.

Interested in this role?

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Frequently Asked Questions

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What will my daily tasks involve?
You will analyze clients' financial situations, develop strategies, and meet with clients regularly.
Is this a remote job?
No, this position is onsite in Gwalior.
What experience do I need?
A minimum of 3 years in financial consulting or related field is required.
What is the salary for this position?
The salary ranges from INR 60,000 to INR 100,000 per month.
How can I submit my application?
Applications can be submitted via our careers page.

Data refreshed in real-time • Jul 18, 2026

Financial Consultant Position

Finance Experts Ltd.

Apply Now