Financial Consultant

As a Financial Consultant at Financial Friend, you will have the opportunity to leverage your expertise in MS-Excel, MS-Word, and MS-PowerPoint to offer high-quality financial advice and solutions to our valued clients. Your main responsibilities will include analyzing financial data and trends to provide precise and timely recommendations, developing financial models and forecasts to support clients in making well-informed decisions, and crafting and delivering engaging presentations to clients utilizing MS-PowerPoint. Additionally, you will be expected to conduct comprehensive research to stay abreast of market trends and industry advancements, collaborate closely with clients to grasp their financial aspirations and objectives, assist them in formulating and executing financial strategies to reach their goals, and provide continuous support and guidance to help them navigate financial challenges effectively. If you are a dedicated financial professional with a genuine desire to assist others in achieving financial success, we warmly welcome you to be part of our team at Financial Friend. Financial Friend is a financial planning firm specializing in tax planning, investment planning, insurance planning, retirement planning, and overall financial planning. Founded by Mrs. Gunjan Kataria, a seasoned and certified financial planner, Financial Friend serves as the cornerstone for our clients" financial well-being and security, aiding them in attaining their financial milestones at various life stages.,