Financial Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Patna, Bihar
Work mode
Hybrid
Job type
Contract
Experience
3–5 yrs
Category
Wealth Management

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

We are seeking a Financial Consultant to provide tailored financial advice and solutions to clients in Patna.

Apply now

About the role

As a Financial Consultant, you will engage with clients to assess their financial needs and objectives. Your role involves crafting personalized financial plans, advising on investments, and guiding clients through various financial products. This position is well-suited for experienced professionals with a strong background in wealth management.

You will work in a hybrid model, allowing flexibility while effectively managing client relationships. Our client values client satisfaction and trust, providing opportunities for professional development and networking within the financial services sector. If you are passionate about helping clients achieve their financial goals, we invite you to apply.

What you'll do

  • Assess clients' financial situations and recommend appropriate solutions.
  • Develop customized financial plans.
  • Stay updated on market trends and financial products.
  • Build long-term relationships with clients.

What you'll need

  • Bachelor's degree in finance or a related field.
  • 3-5 years of experience in wealth management or financial consulting.
  • Strong analytical and problem-solving skills.

Skills

Excellent communication and interpersonal skills. Strong analytical and quantitative skills. Ability to work independently and as part of a team.

Good to have

Certifications in financial planning or investment management. Experience in client relationship management.

Benefits

  • Competitive compensation package.
  • Flexible working hours.
  • Professional development opportunities.

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 does a Financial Consultant do?
You will provide financial advice, create financial plans, and assist clients in making informed investment decisions.
What qualifications are required for this role?
A bachelor's degree in finance or related field, along with 3-5 years of experience in wealth management.
Is this position fully onsite?
No, this is a hybrid position that allows for both remote and onsite work.
What is the salary range for a Financial Consultant?
The salary ranges from INR 40,000 to INR 80,000 per month.
How do I apply for this role?
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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