Mid-Level Financial Consultant

Daily Hirer · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹50,000–80,000 a month
Location
Agra, Uttar Pradesh
Work mode
On-site
Job type
Full time
Experience
3–5 yrs
Category
Consulting

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our client's team as a Mid-Level Financial Consultant, providing expert guidance to clients and helping them achieve their financial goals.

Apply now

About the role

As a Mid-Level Financial Consultant, you will engage directly with clients to evaluate their financial situations and craft tailored strategies that align with their aspirations. Your responsibilities will include analyzing financial data, preparing comprehensive reports, and providing valuable insights to empower clients in making informed decisions.

This role offers a fantastic opportunity for individuals who are passionate about finance and excel in client interactions. You will conduct market research, keep abreast of industry trends, and collaborate with fellow consultants to deliver holistic advice.

If you thrive in a fast-paced environment and possess a strong analytical mindset, this position is an ideal fit for you.

What you'll do

  • Assess client financial situations
  • Develop personalized financial strategies
  • Analyze financial data
  • Monitor market trends

What you'll need

  • Bachelor's degree in Finance or related field
  • Strong analytical skills
  • Experience in consulting

Skills

Analytical thinking Strong communication Client relationship management

Good to have

Certifications like CFA or CFP Experience with financial software

Benefits

  • Attractive salary
  • Health benefits
  • Opportunities for professional development

Interested in this role?

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

Apply now

Mid-Level Financial Consultant jobs in other cities

Questions about this job

What are my main responsibilities in this role?
You will assess client finances, provide strategy recommendations, and prepare financial reports.
Is this position onsite?
Yes, this is an onsite role in Agra.
What level of experience is needed?
Candidates should have 3-5 years of experience in financial consulting.
How do I apply for this job?
Click "Apply Now" on this page to apply through Daily Hirer. Daily Hirer is recruiting for this role on behalf of a client employer.
What kind of clients will I work with?
You will work with a diverse range of clients across various sectors.

Listing last updated

Mid-Level Financial Consultant

₹50,000–80,000 a month

Apply