About the role
As a Financial Consultant, your primary responsibility will be to assess clients’ financial needs and provide tailored investment strategies. You will work closely with clients to build long-term relationships and understand their financial goals. This contract position involves both remote and onsite work, offering flexibility while you develop and manage client portfolios. Ideal candidates will possess strong analytical skills and a passion for helping clients achieve their financial objectives.
What you'll do
- Evaluate client financial needs and investment goals.
- Provide customized investment strategies and advice.
- Build and maintain strong client relationships.
What you'll need
- Bachelor’s degree in finance, economics, or related field.
- 3-7 years of experience in financial consulting or wealth management.
- Strong analytical and interpersonal skills.
Skills
Excellent communication and interpersonal skills.
Strong analytical and quantitative abilities.
Proficiency in financial analysis tools.
Good to have
Certification in financial planning.
Experience with portfolio management software.
Benefits
- Competitive salary and performance bonuses.
- Flexible work arrangements.
- Professional development opportunities.
Interested in this role?
It takes about two minutes. Free to apply — KeralaCarts never asks candidates for money.
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Questions about this job
What does a Financial Consultant do?
You will assess client needs and provide investment strategies and wealth management advice.
What level of experience is required?
We are looking for candidates with 3-7 years of experience in wealth management or financial consulting.
Is this role remote or onsite?
This is a hybrid role with both remote and onsite work required.
What is the salary range for this position?
The salary ranges from INR 50,000 to INR 100,000 per month.
How can I apply for this position?
Click "Apply Now" on this page to apply through KeralaCarts. KeralaCarts is recruiting for this role on behalf of a client employer.
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