Experienced Financial Consultant Opportunity in Surat - Wealth Management

Wealth Management Co.

Wealth Management Co. is seeking a Financial Consultant to provide tailored financial advice to our clients and help them achieve their financial goals.

Surat, Gujarat

Full time Onsite

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INR 500,000 - INR 800,000/year 2.0-5.0 yrs experience

Job Description

Join our dynamic team at Wealth Management Co. as an Experienced Financial Consultant in Surat, where your financial expertise will make a significant impact on our clients' lives. In this vital role, you will harness your knowledge of financial planning and investment strategies to provide tailored financial advice to a diverse clientele.

Your task will be to deeply understand each client's unique financial landscape, aspirations, and objectives. This enables you to craft personalized strategies that not only address their current financial health but also pave the way for future growth and security. You will conduct comprehensive assessments of clients’ assets, liabilities, income, and expenses, employing your analytical

Key Responsibilities

Analyze clients' financial needs.
Develop and implement financial plans.
Provide ongoing support and advice.

Qualifications

Bachelor's degree in Finance or related field.
Certification in financial planning is a plus.

Skills

Required

Financial analysis Client management Investment strategies

Good to Have

Tax planning Risk management

Benefits & Perks

Performance bonuses
Health benefits
Work-life balance

Interested in this role?

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Frequently Asked Questions

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What is the Experienced Financial Consultant Opportunity in Surat - Wealth Management role at Wealth Management Co.?

The Experienced Financial Consultant Opportunity in Surat - Wealth Management position at Wealth Management Co. is a Full Time (Onsite) role based in Surat. It requires 2.0-5.0 years of experience. Key skills needed include Financial analysis, Client management, Investment strategies. Apply directly on InnHirers to get started.

What is the salary for the Experienced Financial Consultant Opportunity in Surat - Wealth Management position at Wealth Management Co.?

The Experienced Financial Consultant Opportunity in Surat - Wealth Management position at Wealth Management Co. offers a salary of INR 500,000 - INR 800,000/year. Additional benefits include Performance bonuses, Health benefits, Work-life balance.

How do I apply for the Experienced Financial Consultant Opportunity in Surat - Wealth Management job at Wealth Management Co.?

You can apply for the Experienced Financial Consultant Opportunity in Surat - Wealth Management position at Wealth Management Co. directly through InnHirers. Click the "Apply Now" button on this page, fill in your details and upload your resume. This listing is open until Oct 11, 2026, so don't wait too long!

How many jobs are currently available in Surat?

There are currently 65 active job openings in Surat on InnHirers. Popular categories include Events Management (14), Finance (10), Healthcare (10), Hospitality (9). Browse all jobs in Surat to find more opportunities.

How many Finance jobs are available right now?

There are currently 28 active Finance job openings listed on InnHirers. Top hiring locations for Finance roles include Surat (10), Mumbai (9), Ahmedabad (6), Bangalore (3). Explore all Finance jobs to find your ideal role.

Are there Finance jobs available in Surat?

There are 10 active Finance job openings specifically in Surat on InnHirers. Top employers hiring for Finance in Surat include Tech Solutions (1), FinWise Advisors (1), Smart Invest Solutions (1). View all Finance jobs in Surat to apply today.

Data refreshed in real-time • Sep 17, 2026