Part-Time Financial Consultant

UrbanHiring · recruiting for a confidential client

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Listing updated

Pay
₹25,000–50,000 a month
Location
Mumbai, Maharashtra
Work mode
Hybrid
Job type
Part time
Experience
1–4 yrs
Category
Finance

Our client is seeking a part-time Financial Consultant to provide expert financial advice and strategies to clients. This hybrid role allows for flexible hours while working in a dynamic team environment.

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About the role

Our client is seeking a dedicated and knowledgeable part-time Financial Consultant to join our dynamic team in Mumbai. In this role, you will be responsible for delivering expert financial advice and tailored strategies to our diverse clientele. Your expertise will play a pivotal role in helping clients navigate their financial landscapes, achieve their goals, and make informed decisions.

This hybrid position offers you the flexibility to manage your hours while collaborating with a supportive team of professionals who are passionate about finance. As a Financial Consultant, you will assess clients' financial situations, identify opportunities for growth, and develop personalized financial plans that align with their unique needs. Your ability to communicate complex financial concepts in an understandable way will be essential in building trust and fostering long-lasting relationships with clients.

Moreover, you will have the chance to stay updated with the latest market trends and financial regulations, ensuring that your advice is always relevant and compliant. We value your contributions and are committed to providing a work environment that encourages professional growth and development. Whether you are looking to expand your expertise or take on a new challenge, our client offers the perfect setting to enhance your career.

About the Role

If you are a self-motivated individual with a passion for finance and a desire to make a positive impact in clients' lives, we would love to hear from you. In this role, you will not only advise clients but also contribute to their financial literacy, empowering them to make informed choices. Join us at our client and help shape the financial futures of our clients while enjoying the flexibility that a part-time role provides.

What you'll do

  • Conduct financial assessments for clients
  • Develop and implement financial plans
  • Provide ongoing support and advice to clients
  • Stay updated on financial regulations and market trends
  • Collaborate with team members on client strategies

What you'll need

  • Bachelor's degree in Finance, Economics, or related field
  • 1-4 years of experience in financial consulting or advisory
  • Strong analytical and communication skills

Skills

Financial analysis Client relationship management Investment strategy development

Good to have

Knowledge of financial software Experience with tax planning

Benefits

  • Flexible working hours
  • Opportunity to work with a diverse client base
  • Professional development and training

Interested in this role?

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Questions about this job

What are the primary duties of this position?
You will advise clients on investment strategies, financial planning, and wealth management.
Is it necessary to have prior financial consulting experience?
Experience is preferred but not mandatory; strong analytical skills are crucial.
What are the working hours for this part-time role?
Working hours are flexible, with a minimum commitment of 20 hours per week.
Will I need to meet clients in person?
Yes, some client meetings may require in-person attendance based on client preference.
How can I apply for this role?
Click "Apply Now" on this page to apply through UrbanHiring. UrbanHiring is recruiting for this role on behalf of a client employer.

Listing last updated

Part-Time Financial Consultant

₹25,000–50,000 a month

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