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Senior Financial Consultant Position

WealthWise Advisors

WealthWise Advisors is looking for an experienced Senior Financial Consultant to guide clients in investment strategies and financial planning. This hybrid role allows you to work from home and in the office.

Ranchi, Jharkhand
Part time Hybrid
INR 60,000 - INR 120,000/month 5.0-10.0 yrs experience

Job Description

WealthWise Advisors is on the lookout for a highly skilled and experienced Senior Financial Consultant to enhance our dynamic team in Ranchi. In this pivotal role, you will provide expert guidance to clients, developing tailored investment strategies and comprehensive financial planning solutions that align with their unique financial goals. Your analytical

Key Responsibilities

  • Provide expert financial advice to clients.
  • Develop personalized financial plans.
  • Conduct market research and analysis.

Qualifications

  • Bachelor's degree in Finance or related field.
  • CFP or CFA certification preferred.
  • Proven experience in financial consulting.

Skills

Required

Financial analysis Client management Problem-solving

Good to Have

Investment strategy Regulatory knowledge

Benefits & Perks

  • Flexible work hours.
  • Performance bonuses.
  • Professional development opportunities.

Interested in this role?

Apply now and take the next step in your career

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Frequently Asked Questions

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What qualifications are needed for this role?
You should have a degree in finance or related field and relevant certifications.
How many clients will I manage?
You will manage a portfolio of approximately 15-20 clients.
Are there commission opportunities?
Yes, there are performance-based bonuses and commissions available.

Data refreshed in real-time • Sep 2, 2026

Senior Financial Consultant Position

WealthWise Advisors

Apply Now