Entry-Level Financial Consultant

UrbanHiring · recruiting for a confidential client

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Listing updated

Pay
₹20,000–30,000 a month
Location
Kalyan, Maharashtra
Work mode
Remote
Job type
Part time
Experience
Up to 2 yrs
Category
Finance

Our client. is looking for a Junior Financial Consultant to assist in providing financial advice and support to clients in a flexible remote setting.

Apply now

About the role

Join our client, a leading name in the finance sector, as we seek a passionate and driven Entry-Level Financial Consultant to become a vital member of our team in Kalyan. This exciting role offers you the chance to make a significant impact by helping clients navigate their financial journeys with expert guidance and personalized support. In a flexible remote working environment, you will engage with clients to assess their unique financial situations, allowing you to deliver tailored advice that aligns with their aspirations.

As an Entry-Level Financial Consultant, your role will involve conducting in-depth consultations to understand client needs and financial goals. You will analyze their current financial status and provide recommendations on investment strategies, savings plans, and risk management. Your ability to build strong relationships and trust with clients will be essential in ensuring their satisfaction and long-term success.

About the Role

This position is perfect for individuals who are eager to develop their careers in finance and make a difference in clients' lives. You will receive comprehensive training and mentorship from experienced professionals in the field. This supportive environment will enable you to enhance your skills in financial analysis, client communication, and strategic planning.

Moreover, you will have the opportunity to stay updated on financial trends and market dynamics, which is crucial for providing informed advice. Our client values innovation and encourages consultants to contribute ideas that can improve services and client engagement. If you are ready to take the next step in your career and are committed to helping others achieve their financial goals, we invite you to apply for this rewarding position.

What you'll do

  • Assist in analyzing financial data.
  • Support senior consultants in client meetings.
  • Prepare financial reports and presentations.

What you'll need

  • Bachelor's degree in Finance, Economics, or related field.
  • Basic understanding of financial principles.
  • Strong analytical skills.

Skills

Basic financial analysis skills. Proficiency in MS Excel. Strong communication skills.

Good to have

Familiarity with financial modeling. Knowledge of investment strategies.

Benefits

  • Flexible working hours.
  • Opportunity for skill development.
  • Work from the comfort of your home.

Interested in this role?

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

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Questions about this job

What tasks will I be responsible for?
You will assist in financial analysis, client consultations, and report preparation.
How many hours per week is this part-time role?
This role typically requires 20 hours per week.
What qualifications do I need?
A background in finance or economics is preferred, but not mandatory.

Listing last updated

Entry-Level Financial Consultant

₹20,000–30,000 a month

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