Financial Consultant

Careerwood Job Portal · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Siliguri, West Bengal
Work mode
On-site
Job type
Part time
Experience
3–7 yrs
Category
Finance

Join our client as a part-time Financial Consultant to provide expert financial advice to clients. Ideal for seasoned professionals looking for flexibility.

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About the role

As a Financial Consultant, you will offer personalized financial advice and planning services to clients, guiding them in achieving their financial objectives. Your responsibilities will include analyzing client financial situations, crafting effective strategies, and providing continuous support to ensure client satisfaction.

This part-time position is ideal for seasoned professionals seeking flexibility in their work schedule while maintaining a commitment to delivering outstanding client service. Our client fosters a collaborative work environment that values expertise, allowing you to thrive in your role.

What you'll do

  • Provide financial advice and planning services
  • Analyze clients' financial situations
  • Develop personalized financial strategies
  • Maintain client relationships and provide ongoing support

What you'll need

  • Bachelor’s degree in Finance or related field
  • Relevant financial certifications (e.g., CFP, CFA)
  • Strong analytical and communication skills

Skills

Strong analytical and problem-solving skills Excellent communication skills Proficiency in financial software

Good to have

Experience in investment planning Understanding of tax regulations

Benefits

  • Flexible working hours
  • Opportunity to work with diverse clients
  • Professional development opportunities

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 of this role?
You will analyze clients' financial situations and provide tailored advice.
Is this role part-time?
Yes, this is a part-time position.
What qualifications are needed?
A degree in Finance and relevant certifications are preferred.
What is the salary range for this role?
The salary ranges from INR 40,000 to INR 70,000 per month.
How do I apply for this position?
Click "Apply Now" on this page to apply through Careerwood Job Portal. Careerwood Job Portal is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹40,000–70,000 a month

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