About the role

We are seeking a highly skilled Financial Consultant to join our team in Rourkela. This role is perfect for a seasoned professional with comprehensive knowledge in financial planning, investment strategies, and wealth management. As a Financial Consultant, you will be responsible for delivering tailored financial advice that aligns with our clients' unique goals and circumstances.

Your expertise will be vital in analyzing clients' financial situations, assessing risks, and recommending appropriate investment options. You will guide clients through complex financial decisions, ensuring they make informed choices that will secure their financial future. Your ability to build strong relationships with clients will be crucial in fostering trust and promoting long-term partnerships.

In addition to providing advice, you will also stay updated on market trends and economic developments to offer the most accurate guidance. Collaborating with other financial professionals, you will develop comprehensive financial plans that encompass retirement savings, tax planning, and estate management.

About the Role

Our ideal candidate will possess a strong analytical mindset and exceptional communication skills. You should be comfortable working independently while also being a team player. A degree in finance, economics, or a related field, along with relevant certifications, is preferred. If you are passionate about helping clients achieve their financial goals and are ready to take the next step in your career, we encourage you to apply for this exciting opportunity.

What you'll do

Assess clients' financial situations.

Create personalized financial plans.

Monitor and evaluate investments.

What you'll need

Bachelor's degree in Finance or Accounting.

5-10 years of experience in financial consulting.

Certification such as CFA or CFP is preferred.

Skills

Excellent analytical skills. Strong interpersonal skills. Ability to explain complex financial concepts.

Good to have

Experience with investment management software. Knowledge of tax regulations.

Benefits

Flexible working schedule.

Performance-based bonuses.

Professional development opportunities.

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Questions about this job

What are the key responsibilities of this role?

You will analyze client financials and provide tailored investment strategies.

What qualifications are needed?

A degree in Finance or Accounting, plus relevant certifications.

Is this a remote position?

This position has a hybrid work model, allowing for both remote and onsite work.

Listing last updated 28 Sep 2026