Senior Financial Consultant

UrbanHiring · recruiting for a confidential client

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Listing updated

Pay
₹70,000–1.2 lakh a month
Location
Vadodara, Gujarat
Work mode
Hybrid
Job type
Full time
Experience
5–10 yrs
Category
Finance

In hand: about ₹63,100–1,01,800 a month after PF and income tax (estimate). How it's worked out

Our client is looking for a Senior Financial Consultant to join our team in Vadodara. You will provide expert financial advice and develop strategies to improve our clients' financial health. This role offers a hybrid work model.

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About the role

Our client is on the lookout for an experienced Senior Financial Consultant to join our dynamic team in Vadodara. This pivotal role is designed for a finance professional who is passionate about helping clients achieve their financial aspirations. You will be at the forefront of guiding our diverse clientele through complex financial landscapes, providing them with expert advice and strategies tailored to their unique situations.

In this role, you will engage directly with clients to assess their current financial standing, identify areas for improvement, and develop actionable plans to enhance their financial health. Your ability to analyze financial data, market trends, and individual client needs will be crucial in crafting personalized strategies that not only meet but exceed expectations. You will also play a key role in educating clients about investment opportunities and risk management, ensuring they are well-informed and confident in their financial decisions.

As a Senior Financial Consultant, you will collaborate closely with our internal teams to ensure seamless service delivery and client satisfaction. Your insights will help shape our financial products and services, contributing to the overall success of our client.

What you'll do

  • Assess clients' financial needs and goals
  • Develop comprehensive financial strategies
  • Monitor and adjust financial plans as necessary
  • Provide ongoing support and advice to clients
  • Stay updated on financial regulations and trends

What you'll need

  • Bachelor's or Master's degree in Finance or related field
  • 5-10 years of experience in financial consulting
  • Professional certifications (CFA, CFP) preferred

Skills

Strong financial analysis skills Excellent interpersonal and communication skills Proficiency in financial software

Good to have

Knowledge of investment strategies Experience with tax planning

Benefits

  • Competitive salary and performance bonuses
  • Flexible work arrangements
  • Opportunities for professional growth

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 are the key responsibilities of this position?
You'll analyze clients' financial situations and create tailored financial plans.
What qualifications are needed?
A degree in Finance or related field, plus significant experience in financial consulting.
Is this role hybrid?
Yes, the position allows for both remote and onsite work.
What skills are essential for success?
Strong analytical skills and excellent communication abilities are crucial.
How do I apply for this position?
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

Senior Financial Consultant

₹70,000–1.2 lakh a month

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