Financial Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹25,000–45,000 a month
Location
Rourkela, Odisha
Work mode
Remote
Job type
Part time
Experience
Up to 2 yrs
Category
Wealth Management

Our client is seeking a motivated Financial Consultant to provide financial advice and help clients develop wealth management strategies.

Apply now

About the role

As a Financial Consultant, you will play a crucial role in assisting clients with informed financial decisions and developing personalized financial plans. Your responsibilities will include analyzing clients' financial situations and recommending tailored investment strategies that align with their goals.

This part-time position is ideal for recent graduates or individuals looking to establish a career in financial consulting. You will have the opportunity to work in a supportive environment, gaining valuable experience while honing your skills.

In this role, you will engage with a diverse range of clients, guiding them through investments, retirement planning, and asset management. If you are passionate about finance and enjoy helping others achieve their financial aspirations, this opportunity could be the perfect fit for you.

What you'll do

  • Analyze clients' financial situations
  • Recommend investment strategies
  • Develop personalized financial plans
  • Provide ongoing financial advice and support

What you'll need

  • Bachelor's degree in finance, economics, or related field
  • Strong interpersonal and communication skills
  • Basic understanding of financial markets

Skills

Analytical skills Interpersonal skills Basic financial knowledge

Good to have

Familiarity with financial software Sales experience

Benefits

  • Flexible working hours
  • Work-life balance
  • Opportunity for career advancement

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 are the primary responsibilities of a Financial Consultant?
Responsibilities include assessing clients' financial situations, recommending investment strategies, and developing personalized financial plans.
Is prior experience required for this role?
No, this role is suitable for recent graduates or individuals with less than 2 years of experience.
What is the work mode for this position?
This is a remote part-time position.
What is the salary range for this role?
The salary ranges from INR 25,000 to INR 45,000 per month.

Listing last updated

Financial Consultant

₹25,000–45,000 a month

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