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Junior Financial Consultant at WealthWise Advisors

WealthWise Advisors

WealthWise Advisors is seeking a motivated Junior Financial Consultant to assist clients with financial planning and investment strategies. This is a perfect opportunity for recent graduates looking to kickstart their career in finance.

Ahmedabad, Gujarat
Full time Onsite
INR 25,000 - INR 40,000/month 0.0-2.0 yrs experience

Job Description

WealthWise Advisors is excited to announce an opening for a Junior Financial Consultant in Ahmedabad. This role is ideal for motivated individuals who are eager to assist clients in their financial journeys. As a Junior Financial Consultant, you will play a crucial role in helping clients develop tailored financial plans and investment strategies that align with their goals.

In this position, you will work closely with senior financial consultants to analyze clients' financial situations and provide insights on investment opportunities. Your

Key Responsibilities

  • Assist in financial analysis and reporting.
  • Help prepare financial plans for clients.
  • Conduct market research to support investment recommendations.
  • Maintain client records and follow up on client inquiries.

Qualifications

  • Bachelor's degree in Finance, Business Administration, or related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

Skills

Required

Basic knowledge of financial markets and instruments. Proficiency in MS Excel and financial modeling. Strong attention to detail.

Good to Have

Experience with financial software. Knowledge of accounting principles.

Benefits & Perks

  • Competitive salary with performance bonuses.
  • Health insurance and wellness programs.
  • Opportunities for professional development and training.

Interested in this role?

Apply now and take the next step in your career

Apply for this Position

Frequently Asked Questions

Live
What are the primary responsibilities of a Junior Financial Consultant?
You will assist in analyzing clients' financial situations and help create personalized financial plans.
Is prior experience required for this role?
No, we welcome fresh graduates and provide training.
What skills are essential for this position?
Strong analytical skills and good communication abilities are key.
What is the working schedule like?
This is a full-time role, typically from 9 AM to 6 PM, Monday to Friday.
How do I apply for this position?
Interested candidates can apply through our website or send their resumes directly to our HR team.

Data refreshed in real-time • Sep 2, 2026

Junior Financial Consultant at WealthWise Advisors

WealthWise Advisors

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