Financial Consultant

20 - 30 years

9 - 15 Lacs

Posted:1 month ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Description We are seeking an experienced Financial Consultant to join our team in India. The ideal candidate will have a deep understanding of financial markets and a proven track record of helping clients achieve their financial objectives. Responsibilities Conduct financial analysis and modeling to support client decision-making. Develop and implement financial strategies to help clients achieve their financial goals. Provide expert advice on investments, estate planning, and tax strategies. Prepare and present financial reports and recommendations to clients. Monitor and manage client portfolios to optimize returns and mitigate risks. Stay updated on market trends and regulatory changes to provide informed guidance. Skills and Qualifications 20-30 years of experience in financial consulting or a related field. Strong analytical and quantitative skills. Proficiency in financial software and tools such as Excel, QuickBooks, or similar. Excellent communication and interpersonal skills to interact effectively with clients. Knowledge of investment strategies, tax regulations, and financial planning. Professional certifications such as CFA, CFP, or CPA are highly desirable.

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