Financial Consultant

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Pay
₹60,000–90,000 a year
Location
Boston, MA
Work mode
Hybrid
Job type
Contract
Experience
2–5 yrs
Category
Finance

In hand: about ₹4,300–6,600 a month after PF and income tax (estimate). How it's worked out

Boston Financial Group is seeking a Financial Consultant for a hybrid role to provide expert financial advice to clients. This position offers a blend of remote work and in-office collaboration, allowing you to interact with clients and team members effectively.

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About the role

Boston Financial Group is actively seeking a dedicated Financial Consultant to join our team in a hybrid role. This unique position combines the flexibility of remote work with the collaborative environment of our Boston office, enabling you to provide expert financial advice while maintaining strong connections with clients and colleagues.

As a Financial Consultant, you will play a pivotal role in guiding clients through their financial journeys. Your expertise will help individuals and businesses make informed decisions regarding investments, retirement planning, and wealth management. You will conduct thorough assessments of clients' financial situations, develop tailored strategies, and monitor their progress to ensure they achieve their financial goals.

About the Role

In this hybrid role, you will have the opportunity to work from home while also engaging in face-to-face meetings with clients and team members. This blend of remote and in-office work fosters a dynamic atmosphere where collaboration and communication thrive. You will participate in team meetings, workshops, and brainstorming sessions that enhance your professional growth and contribute to the success of our clients.

The ideal candidate will possess a strong background in finance, excellent communication skills, and a passion for helping clients achieve their financial objectives. You will need to stay updated on market trends and regulatory changes that may impact clients' financial decisions. Additionally, your role will involve building and maintaining long-term relationships with clients, ensuring their trust and confidence in your advice.

Joining our team means being part of a supportive environment that values your contributions and encourages your development. If you are looking for a fulfilling career where you can make a significant impact, we encourage you to apply for this exciting opportunity.

What you'll do

  • Assess clients' financial situations and goals.
  • Develop personalized financial plans and strategies.
  • Provide ongoing support and advice to clients.
  • Stay updated on financial regulations and market trends.
  • Prepare detailed reports and presentations for clients.

What you'll need

  • Bachelor's degree in Finance, Business, or a related field.
  • 2-5 years of experience in financial consulting.
  • Strong analytical and communication skills.

Skills

Strong financial analysis capabilities. Excellent interpersonal skills. Proficiency in financial software and tools.

Good to have

Experience in portfolio management. Knowledge of tax laws and regulations.

Benefits

  • Flexible work schedule.
  • Access to ongoing training and development.
  • Health insurance and retirement plans.

Interested in this role?

It takes about two minutes. Free to apply — Careerwood Jobs never asks candidates for money.

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Questions about this job

What does the hybrid work model entail?
The hybrid model allows you to work both remotely and in the office, providing flexibility in your work environment.
What qualifications should candidates have?
Candidates should possess a degree in Finance or a related field, along with 2-5 years of relevant experience.
What are the key responsibilities of a Financial Consultant?
You will analyze financial data, provide investment advice, and develop financial plans tailored to client needs.
Is there a specific certification required for this role?
While certification is not mandatory, having a CFA or CFP designation is preferred.
What is the salary range for this position?
The salary for this role ranges from 60,000 to 90,000 INR per year.

Listing last updated

Financial Consultant

₹60,000–90,000 a year

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