Remote Financial Consultant

UrbanHiring · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Chandigarh, Chandigarh
Work mode
Remote
Job type
Contract
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

We are seeking a Remote Financial Consultant to provide expert advice on financial planning and investment strategies to our clients. Join us at our client and help clients achieve their financial goals.

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About the role

At our client, we are on the lookout for a dedicated and knowledgeable Remote Financial Consultant to join our dynamic team based in Chandigarh. In this role, you will provide expert advice on financial planning and investment strategies to help our clients navigate their financial journeys. Your insights will be essential in empowering clients to make informed decisions about their financial futures.

As a Remote Financial Consultant, you will work closely with clients to assess their financial situations, understand their goals, and develop personalized strategies that align with their aspirations. You will analyze market trends, evaluate investment opportunities, and offer tailored recommendations that suit each client's unique needs. Your role will also involve educating clients on various financial products and services, ensuring they have a comprehensive understanding of their options.

This position offers the flexibility of remote work while providing the opportunity to make a significant impact on clients' lives. We value continuous learning and professional growth, and as part of our team, you will have access to ongoing training and development resources. You will also collaborate with other financial experts, allowing for knowledge sharing and networking within the industry.

About the Role

If you are passionate about finance and committed to helping others achieve their financial goals, we encourage you to apply. Join us at our client and be a part of a team that values integrity, excellence, and client success.

What you'll do

  • Provide financial planning advice to clients
  • Analyze client financial data and create strategies
  • Educate clients on investment options
  • Maintain client records and follow up on financial plans

What you'll need

  • Bachelor's degree in finance or business
  • Certified Financial Planner (CFP) or equivalent preferred
  • Proven experience in financial consulting

Skills

Strong analytical skills Excellent communication abilities Proficiency in financial software

Good to have

Experience in tax planning Knowledge of financial regulations

Benefits

  • Flexible working hours
  • Performance bonuses
  • Work from home opportunities

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 qualifications do I need for this role?
A degree in finance or a related field, along with relevant certifications, is required.
Is this position fully remote?
Yes, this role is completely remote.
What is the expected workload?
You will work with multiple clients, managing your schedule flexibly.
How often are meetings with clients?
Meetings are scheduled based on client availability, primarily via video calls.
Are there any performance bonuses?
Yes, we offer performance bonuses based on client satisfaction and sales.

Listing last updated

Remote Financial Consultant

₹40,000–70,000 a month

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