Financial Consultant

Careerwood Job Portal · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Mumbai, MH
Work mode
Remote
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join Boston Financial Group as a Financial Consultant, where you will provide expert financial advice and guidance to our clients. This remote role allows for flexible work while contributing to clients' financial success.

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About the role

Step into an exciting opportunity as a Financial Consultant with a prestigious financial services provider in Mumbai. In this dynamic remote role, you will be at the forefront of helping clients navigate their financial journeys, utilizing your expertise to craft personalized strategies that align with their unique goals. If you are passionate about finance and dedicated to making a difference, this position is designed for you.

As a Financial Consultant, you will engage with a diverse range of clients, offering tailored advice on various aspects of financial planning, including investments, retirement strategies, tax optimization, and risk management. Your ability to communicate complex financial concepts in an understandable manner will empower clients to make informed decisions regarding their financial health. Every interaction will be an opportunity to build lasting relationships, guiding clients toward achieving their financial aspirations.

Your analytical skills will be crucial in assessing clients' financial situations and developing effective strategies that promote both security and growth. Join us in this fulfilling role where your contributions will directly impact the financial well-being of individuals and families. Embrace the chance to thrive in a supportive environment that values your expertise and commitment to excellence.

What you'll do

  • Analyze clients' financial situations and develop strategies.
  • Provide expert advice on investments, savings, and financial planning.
  • Build and maintain strong client relationships.
  • Stay updated on financial regulations and market trends.

What you'll need

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

Skills

Financial analysis Client relationship management Problem-solving

Good to have

Knowledge of financial software Sales experience

Benefits

  • Flexible working hours.
  • Access to professional development resources.
  • Health and wellness benefits.

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 main responsibilities for the Financial Consultant role?
You will analyze client financial situations, provide personalized advice, and help clients achieve their financial goals.
Is this role fully remote?
Yes, this position is fully remote, allowing you to work from anywhere.
What qualifications do I need to apply?
A degree in finance or a related field, along with relevant experience in financial consulting is required.
How do I apply for this position?
You can apply directly on our website or through the Careerwood Job Portal.
What is the salary range for this position?
The salary range is between INR 40,000 to INR 80,000 per month, depending on experience.

Listing last updated

Financial Consultant

₹40,000–80,000 a month

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