Full job description Job Summary A Financial Consultant provides expert advice to individuals or organizations on how to manage their finances This includes budgeting investments retirement planning tax strategies and risk management The role involves analyzing financial data understanding client goals and developing customized financial plans to help them achieve financial stability and growth Key Responsibilities Assess clients financial needs and objectives through detailed consultations Develop personalized financial plans covering areas such as investments retirement insurance tax planning and estate planning Monitor clients financial situations and adjust plans based on changing needs or market conditions Recommend appropriate financial products and services Assist clients with portfolio management and financial goal tracking Stay up-to-date with financial regulations market trends and product offerings Build and maintain long-term client relationships Prepare and present financial reports and projections Requirements Bachelor s degree in Finance Accounting Economics or a related field Master s or MBA is a plus Skilled certifications such as CFP Certified Financial Planner CFA Chartered Financial Analyst or CPA Certified Public Accountant preferred Proven experience as a financial consultant advisor or planner In-depth knowledge of financial planning investment strategies and financial products Excellent analytical organizational and communication skills Ability to explain complex financial concepts in a simple and relatable manner Strong ethical standards and confidentiality Preferred Skills Experience with financial planning software e g eMoney MoneyGuidePro Sales and client relationship management Strategic thinking and problem-solving skills Up-to-date knowledge of tax laws and regulations Work Environment May work independently or within financial institutions consulting firms or banks Can be office-based or hybrid remote depending on the company Often involves regular client meetings including evenings or weekends depending on client availability Contact Rahul - 95000 32769 Job Type Full-time Pay 50 000 00 - 150 000 00 per month Work Location In person

📌 Financial Consultant (Tamil Nadu)
🏢 StepsNStoreyz Housing Pvt
📍 Tamil Nadu