Financial Consultant (Mid-Level)

InnHirers · recruiting for a confidential client

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Listing updated

Pay
₹60,000–80,000 a month
Location
Surat, Gujarat
Work mode
Hybrid
Job type
Full time
Experience
3–7 yrs
Category
Finance

In hand: about ₹54,000–72,100 a month after PF and income tax (estimate). How it's worked out

Our client is looking for a Mid-Level Financial Consultant to provide expert financial advice and support to clients in Surat.

Apply now

About the role

As a Financial Consultant, you will play a pivotal role in analyzing clients' financial needs and providing tailored solutions to help them reach their financial goals. Your expertise will guide clients through various financial products and strategies, ensuring they make informed decisions.

Conducting thorough market research and staying updated on industry trends will be essential in delivering accurate and relevant recommendations. This position requires strong analytical skills and a solid background in finance.

Our client fosters a collaborative and dynamic work environment, promoting professional growth and development. You will have the opportunity to work closely with clients and colleagues, contributing to a culture of teamwork and excellence.

What you'll do

  • Analyze clients' financial situations
  • Provide tailored financial advice
  • Conduct market research
  • Stay updated on financial regulations and trends

What you'll need

  • Degree in Finance or related field
  • 3-7 years of experience in financial consulting
  • Strong analytical skills

Skills

Analytical thinking Client management Financial planning

Good to have

Knowledge of financial software Certifications like CFA or CFP

Benefits

  • Competitive salary
  • Hybrid work model
  • Professional development opportunities

Interested in this role?

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

Apply now

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Questions about this job

What qualifications do I need for this position?
A degree in Finance or a related field, along with 3-7 years of relevant experience.
Is remote work an option?
Yes, this role offers a hybrid working model.
What kind of clients will I be working with?
You will work with a diverse range of clients, from individuals to small businesses.

Listing last updated

Financial Consultant (Mid-Level)

₹60,000–80,000 a month

Apply