Senior Financial Consultant

UrbanHiring · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1.2 lakh a month
Location
Ranchi, Jharkhand
Work mode
Hybrid
Job type
Part time
Experience
5–10 yrs
Category
Finance

Our client 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.

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About the role

Our client 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.

As a Senior Financial Consultant, you will engage with a diverse clientele, understanding their financial situations and aspirations. Your expertise will empower clients to make informed decisions regarding asset allocation, retirement planning, and risk management. You will leverage your analytical skills to assess market trends and create personalized strategies that drive financial success.

Collaboration is key in this role, as you will work closely with other financial professionals to deliver holistic solutions. You will also be responsible for educating clients about various financial products and services, ensuring they are well-informed and comfortable with their investment choices. Your ability to build and maintain strong relationships will be crucial in fostering trust and loyalty among clients.

In addition to your advisory responsibilities, you will stay updated with the latest industry regulations and trends, ensuring compliance and best practices in all financial dealings. This position offers a unique opportunity to contribute to the financial well-being of clients while advancing your career in a supportive and innovative environment.

About the Role

If you are passionate about finance and enjoy helping others achieve their financial goals, we encourage you to apply for this exciting opportunity. Our client values your expertise and is committed to providing the resources and support you need to succeed.

What you'll do

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

What you'll need

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

Skills

Financial analysis Client management Problem-solving

Good to have

Investment strategy Regulatory knowledge

Benefits

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

Listing last updated

Senior Financial Consultant

₹60,000–1.2 lakh a month

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