Part-Time Financial Advisor – Vadodara, Gujarat
Published on CazVidat Dhruv
Join Dhruv as a part-time Financial Advisor in Vadodara, Gujarat. Advise clients, create tailored financial plans, and collaborate with a supportive team.
Salary
₹240,000 per year
Location
Vadodara, Gujarat, India
Employment type
Part time
Workplace
Not provided
Part-Time Financial Advisor – Vadodara, Gujarat
₹240,000 per year
Job description
Dhruv is hiring a part-time Financial Advisor in Vadodara, Gujarat, India. Join a supportive, collaborative team and help clients make informed financial decisions while building lasting professional relationships. This is an on-site role with schedule flexibility.
Compensation: 240000 per year.
Key Responsibilities
- Develop tailored financial advice and strategies based on each client's needs and goals.
- Assess clients' financial situations and recommend suitable investment options.
- Build and maintain client relationships through clear communication and teamwork.
- Collaborate with colleagues to create personalized financial plans.
- Stay informed about market trends and changes to financial regulations.
- Explain financial products and services to clients.
- Monitor and report on clients' financial progress, adjusting plans when needed.
Qualifications
- Bachelor's degree in finance, business administration, or a related field.
- Strong communication, teamwork, and leadership skills.
- Proficiency with financial analysis software and tools.
- One to three years of experience in financial advising or a related field preferred.
- Certified Financial Planner (CFP) certification or other relevant credentials preferred.
Team and Reporting
Report to the Senior Financial Advisor and work closely with the compliance and client service teams. Dhruv values collaboration and innovation, with cross-functional teamwork focused on providing holistic financial guidance tailored to each client's circumstances.
Related Opportunities
- Senior Financial Analyst
- Accounting Financial Operations Coordinator APAR
- Financial Transaction Assistant
Frequently asked questions
Is this position remote or on-site?
This Part-Time Financial Advisor role is based in Vadodara, Gujarat and is not remote.
What kind of schedule flexibility does this job offer?
The role offers flexible scheduling to help you balance work and personal life.
What qualifications do I need to apply?
You should have a Bachelor's Degree in Finance, Business Administration, or a related field, and having a Certified Financial Planner (CFP) certification is preferred.
How much does this job pay?
The salary for this position is INR 240,000 per year.
What experience is required for this role?
1-3 years of experience in financial advisory or related roles is preferred.
Who will I report to and work with?
You will report directly to the Senior Financial Advisor and collaborate with compliance and client service teams.