Senior Financial Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹80,000–1 lakh a month
Location
Surat, Gujarat
Work mode
Hybrid
Job type
Part time
Experience
5–10 yrs
Category
Finance

Join our client's finance team as a Senior Financial Consultant, guiding clients in financial planning and investment strategies.

Apply now

About the role

In this role, you will provide expert advice to clients on financial planning, investment management, and risk assessment. You will assess client needs and develop tailored strategies to help them achieve their financial goals. This position is ideal for experienced financial professionals looking to leverage their expertise in a flexible, part-time capacity.

Your responsibilities will include analyzing client financial data, providing insights on market trends, and recommending investment opportunities. The team values collaboration and innovation, offering a dynamic environment where your expertise can shape the financial futures of clients.

What you'll do

  • Provide financial planning and investment advice.
  • Analyze client financial data.
  • Recommend investment opportunities.

What you'll need

  • Degree in finance or related field.
  • 5-10 years of experience in financial consulting.
  • Strong analytical and communication skills.

Skills

Financial analysis Client relationship management Investment knowledge

Good to have

Experience with financial software Presentation skills

Benefits

  • Attractive salary and commission structure.
  • Flexible working hours and hybrid work options.
  • 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 qualifications are required for this role?
A degree in finance or a related field, along with substantial experience in financial consulting, is preferred.
Is this position part-time or full-time?
This is a part-time position with flexible hours.
What are the main responsibilities of a Senior Financial Consultant?
You will provide financial advice, analyze data, and recommend strategies to clients.

Listing last updated

Senior Financial Consultant

₹80,000–1 lakh a month

Apply