Financial Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹30,000–50,000 a month
Location
Kota, Rajasthan
Work mode
Hybrid
Job type
Part time
Experience
2–5 yrs
Category
Wealth Management

Our client is looking for a part-time Financial Consultant in Kota to guide clients on wealth management strategies.

Apply now

About the role

As a Financial Consultant, you will provide expert advice on investment strategies, portfolio management, and comprehensive wealth management services. This part-time position offers flexibility, making it ideal for professionals looking to balance work and personal commitments.

You will collaborate closely with clients to understand their financial goals and craft tailored strategies that align with their objectives. Building long-term relationships is key, as your insights will contribute significantly to their financial success.

Joining this supportive team environment allows you to leverage your expertise and make a meaningful impact in your clients' financial journeys.

What you'll do

  • Develop and implement investment strategies for clients
  • Provide personalized financial advice
  • Monitor client portfolios and suggest adjustments

What you'll need

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

Skills

Investment knowledge Client relationship management Analytical skills

Good to have

Sales skills Knowledge of financial software

Benefits

  • Flexible working hours
  • Opportunity to build a client base
  • Professional development opportunities

Interested in this role?

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

Apply now

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Questions about this job

What does this role entail?
You will advise clients on investments and develop personalized wealth management strategies.
Can this position lead to full-time employment?
Yes, based on performance and client demand, full-time roles may become available.
What experience is needed for this role?
2-5 years of experience in financial consulting or wealth management is required.

Listing last updated

Financial Consultant

₹30,000–50,000 a month

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