Financial Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Haldwani, Uttarakhand
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Wealth Management

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

Join our team as a Financial Consultant, where you'll provide tailored financial advice to clients, helping them achieve their investment goals.

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About the role

As a Financial Consultant, you will play a vital role in understanding client financial needs and developing personalized plans to meet their objectives. Your expertise in wealth management will allow you to guide clients through various investment options while ensuring compliance with regulations. This position is ideal for someone who enjoys building relationships and has a passion for financial markets. You will work closely with a supportive team that fosters professional growth and encourages innovative solutions.

The hiring company values integrity and client satisfaction, making this an excellent opportunity for those looking to make a meaningful impact in the financial sector. If you are motivated and driven to succeed, we invite you to apply and join our dynamic team.

What you'll do

  • Develop personalized financial plans for clients
  • Conduct market research to identify investment opportunities
  • Maintain ongoing client relationships and provide regular updates
  • Ensure compliance with all financial regulations

What you'll need

  • Bachelor's degree in Finance, Economics, or related field
  • Minimum 2 years of experience in financial consulting or wealth management
  • Strong analytical and communication skills

Skills

Financial analysis and investment strategy development Strong interpersonal and relationship-building skills Knowledge of financial regulations and compliance

Good to have

Certifications such as CFP or CFA Experience with financial planning software

Benefits

  • Competitive salary and performance-based incentives
  • Comprehensive training and development programs
  • Access to a network of financial professionals

Interested in this role?

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

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Questions about this job

What are the primary responsibilities of a Financial Consultant?
You will assess client financial needs, develop tailored investment strategies, and provide ongoing support to ensure client satisfaction.
What qualifications are required for this role?
Candidates should have a degree in finance or a related field, along with relevant experience in wealth management.
Is there room for career advancement in this position?
Yes, our client encourages professional development and offers clear pathways for career progression.
What is the expected work environment?
This is an onsite position based in Haldwani, where you will collaborate with a dedicated team.
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

₹40,000–80,000 a month

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