Financial Consultant

Daily Hirer · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Surat, Gujarat
Work mode
On-site
Job type
Part time
Experience
5–10 yrs
Category
Consulting

We are seeking an experienced Financial Consultant to provide strategic financial advice and support to our clients in Surat.

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About the role

As a Financial Consultant, you will engage with clients to evaluate their financial needs and craft personalized strategies that align with their goals. Your expertise in investment planning, tax optimization, and risk management will be essential in guiding clients towards financial success.

This part-time position is perfect for experienced financial professionals who want to make a meaningful impact on clients' financial journeys. You will have the opportunity to collaborate with a dynamic team and enjoy the flexibility to manage your own schedule.

If you possess a strong background in finance and are passionate about empowering clients, we invite you to apply and join our mission to enhance financial well-being.

What you'll do

  • Assess clients' financial situations
  • Develop financial strategies
  • Provide ongoing support and advice
  • Maintain client relationships

What you'll need

  • Bachelor's degree in Finance or related field
  • 5+ years of experience in financial consulting
  • Relevant certifications (e.g., CFA, CFP)

Skills

Strong analytical skills Excellent communication abilities Client relationship management

Good to have

Experience with financial software Knowledge of regulatory requirements

Benefits

  • Flexible working hours
  • Opportunity to work with a variety of clients
  • Competitive compensation

Interested in this role?

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

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Questions about this job

What qualifications are required for this role?
A degree in finance or related field along with relevant certifications is preferred.
What is the expected workload for this part-time role?
You will work approximately 20 hours per week, with flexible scheduling.
Is this an onsite role?
Yes, this position requires you to work onsite in Gund Hassi Bhatta, Surat.
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

₹50,000–80,000 a month

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