Financial Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1.2 lakh a month
Location
Gurugram, Haryana
Work mode
Hybrid
Job type
Full time
Experience
3–7 yrs
Category
Wealth Management

In hand: about ₹54,000–1,01,800 a month after PF and income tax (estimate). How it's worked out

Join our team as a Financial Consultant, providing expert advice to clients on wealth management strategies.

Apply now

About the role

As a Financial Consultant, you will be responsible for developing personalized financial plans for clients, helping them to achieve their financial goals through investment strategies, tax planning, and retirement solutions. You will assess clients' financial situations and advise them on the best courses of action to optimize their wealth.

This hybrid role combines the flexibility of remote work with the opportunity to meet clients in person. You will collaborate with a team of financial experts and have access to cutting-edge financial tools and resources. The ideal candidate will have excellent interpersonal skills and a deep understanding of financial markets and investment strategies.

What you'll do

  • Create and implement financial plans for clients.
  • Monitor clients' investment performance.
  • Provide ongoing financial advice and support.
  • Develop strong client relationships.

What you'll need

  • Bachelor's degree in Finance, Economics, or a related field.
  • Proven experience in financial consulting or wealth management.
  • Certifications such as CFP or CFA are a plus.

Skills

Strong analytical and problem-solving skills. Excellent communication and presentation skills. Knowledge of financial products and services.

Good to have

Familiarity with financial planning software. Ability to work collaboratively in a team environment.

Benefits

  • Competitive salary and performance bonuses.
  • Access to professional development resources.
  • Flexible working arrangements.

Interested in this role?

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

Apply now

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Questions about this job

What experience is needed for this position?
Candidates should have 3-7 years of experience in financial consulting or wealth management.
What is the salary for this role?
The salary ranges from INR 60,000 to INR 120,000 per month.
Does this role require client meetings?
Yes, you will meet clients as part of the hybrid work model.
How do I apply for this position?
Click "Apply Now" on this page to apply through IJNM. IJNM is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Consultant

₹60,000–1.2 lakh a month

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