Mid-Level Financial Consultant

Daily Hirer · recruiting for a confidential client

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Pay
₹50,000–90,000 a month
Location
Kolkata, West Bengal
Work mode
Hybrid
Job type
Contract
Experience
3–7 yrs
Category
Finance

In hand: about ₹45,000–81,200 a month after PF and income tax (estimate). How it's worked out

In this role as a Mid-Level Financial Consultant, you will provide expert financial advice to clients, helping them to optimize their financial strategies. This is a contract position with flexible working arrangements.

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About the role

As a Mid-Level Financial Consultant, you will play a pivotal role in helping clients navigate their financial journeys. Your expertise will enable individuals and organizations to make informed financial decisions, optimize their investment portfolios, and develop comprehensive financial strategies that align with their goals. This dynamic position offers the opportunity to work closely with clients, understanding their unique financial situations and providing tailored solutions.

In this contract role, you will be responsible for conducting thorough financial analyses, identifying potential areas for improvement, and implementing effective strategies. You will collaborate with clients to evaluate their current financial status and explore options for growth, risk management, and wealth accumulation. Your strong analytical skills and attention to detail will be essential as you assess market trends and economic conditions that may impact your clients' financial well-being.

The hiring company values flexibility, and this position offers adaptable working arrangements to accommodate your schedule. As you manage your client portfolio, you will have the chance to build long-lasting relationships and establish yourself as a trusted advisor in the finance sector.

About the Role

To succeed in this role, you should possess a solid understanding of financial principles and regulations, along with excellent communication skills to convey complex information clearly. Experience in developing financial plans and advising on investment strategies will be highly beneficial. Join us in making a significant impact on our clients' financial success while advancing your career in a supportive environment.

What you'll do

  • Conduct financial assessments for clients.
  • Develop personalized financial plans.
  • Stay updated with financial regulations and market trends.
  • Provide ongoing support and advice to clients.

What you'll need

  • Bachelor's or master's degree in finance or business.
  • CFA or similar professional designation is a plus.
  • Experience in financial consulting or advisory roles.

Skills

Analytical skills Excellent communication skills Client management skills

Good to have

Familiarity with financial software Project management skills

Benefits

  • Competitive salary with performance bonuses.
  • Flexible working conditions.
  • Opportunities for career growth.

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 are the main duties of a Financial Consultant?
You will assess clients' financial situations and offer tailored solutions to meet their goals.
What qualifications are necessary for this position?
A degree in finance or business and relevant certification, such as CFA, is preferred.
Is the role hybrid or onsite?
This position is hybrid, with flexibility for remote work.
What is the contract duration?
The contract duration is typically 6 to 12 months, with potential for renewal.

Listing last updated

Mid-Level Financial Consultant

₹50,000–90,000 a month

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