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Financial Consultant - Hybrid Role | Join Boston Financial

Boston Financial Group

Boston Financial Group is looking for a Financial Consultant to join our team in a hybrid capacity. This role involves providing financial advice and strategies to our clients, ensuring they meet their financial goals.

New York, NY
Contract Hybrid
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INR 800,000 - INR 1,200,000/year 3.0-7.0 yrs experience

Job Description

Boston Financial Group is excited to announce an opening for a Financial Consultant to join our dynamic team in a hybrid capacity. In this role, you will leverage your expertise to deliver tailored financial advice and innovative strategies that empower our clients to achieve their financial goals. As a Financial Consultant, you will collaborate closely with clients to understand their unique financial situations, offering insights that help them navigate complex financial landscapes.

Your

Key Responsibilities

  • Assess clients' financial needs and develop tailored financial strategies.
  • Provide ongoing support and advice to clients regarding investments and savings.
  • Stay up-to-date with market trends and financial regulations.
  • Prepare financial reports and presentations for client meetings.

Qualifications

  • Bachelor's degree in Finance, Economics, or related field.
  • 3-7 years of experience in financial consulting or advisory roles.
  • Relevant certifications such as CFA or CFP are a plus.

Skills

Required

Strong analytical and strategic thinking abilities. Excellent communication and interpersonal skills. Proficiency in financial modeling and analysis tools.

Good to Have

Experience with investment management. Knowledge of financial planning software.

Benefits & Perks

  • Competitive salary with performance bonuses.
  • Comprehensive health and retirement plans.
  • Opportunities for professional growth and advancement.

Interested in this role?

Apply now and take the next step in your career

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Frequently Asked Questions

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What does a Financial Consultant do at Boston Financial Group?
You will provide expert financial advice, develop investment strategies, and help clients manage their financial portfolios.
What are the work arrangements for this role?
The position is hybrid, requiring some in-office presence and allowing remote work flexibility.
What qualifications do I need to apply?
You should have a degree in finance or a related field and 3-7 years of relevant experience.
What specific skills are important for this position?
Strong analytical skills, knowledge of financial regulations, and excellent client management skills are essential.
How can I submit my application?
Applications can be submitted through the Careerwood Job Portal with your updated resume and cover letter.

Data refreshed in real-time • Aug 1, 2026

Financial Consultant - Hybrid Role | Join Boston Financial

Boston Financial Group

Apply Now