Part-Time Financial Consultant

Careerwood Job Portal · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Bengaluru, KA
Work mode
Hybrid
Job type
Part time
Experience
3–6 yrs
Category
Finance

Boston Financial Group is seeking a part-time Financial Consultant to assist our clients with investment strategies and financial planning. This hybrid role allows you to work both remotely and onsite.

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About the role

Our client is seeking a dedicated part-time Financial Consultant to join their dynamic team in Bengaluru. In this pivotal role, you will assist clients in creating tailored investment strategies and comprehensive financial plans that align with their unique goals. You will engage with a diverse range of clientele, understanding their individual financial situations and crafting strategic plans that cater to their objectives.

This hybrid position provides the flexibility to work both remotely and onsite, allowing you to effectively balance personal commitments while delivering exceptional service. As a Financial Consultant, you will be responsible for analyzing financial data, advising on investment opportunities, and guiding clients towards achieving their financial aspirations.

What you'll do

  • Provide sound financial advice to clients.
  • Develop tailored investment strategies.
  • Conduct market research and analysis.
  • Prepare financial reports and presentations.

What you'll need

  • Bachelor's degree in Finance, Economics, or a related field.
  • 3+ years of experience in financial consulting.
  • Strong analytical and communication skills.

Skills

Strong understanding of financial markets. Excellent analytical skills. Effective communication and interpersonal skills.

Good to have

Experience with financial software tools. Certification in Financial Planning (CFP) is a plus.

Benefits

  • Flexible working hours.
  • Opportunity to work with a diverse client base.
  • Professional development and training.

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 are the key duties of a Financial Consultant?
You will provide financial advice, create investment strategies, and assist clients with financial planning.
What is the expected work schedule for this part-time position?
The schedule is flexible, typically requiring around 20 hours per week.
Are there opportunities for advancement?
Yes, there are opportunities for advancement within the company.
What qualifications do I need?
A degree in Finance, Economics, or a related field, along with relevant experience in financial consulting.
How do I apply for this role?
You can submit your application through the Careerwood Job Portal.

Listing last updated

Part-Time Financial Consultant

₹40,000–70,000 a month

Apply